Column Capital Advantage
Fewer Conflicts of Interest
- Column Capital is Independent, Objective and Fee-only.
- We do not sell products or receive referral fees or commissions.
- Our fiduciary duty requires us to provide advice where our highest priority is serving the best interests of our clients.
Highly Credentialed Professionals
- Our advisors are highly credentialed professionals with years of formal education and decades of proven experience.
- Our lead advisors maintain an average of less than 50 client relationships. Our client to professional staff ratio is approximately 25:1.
- We pride ourselves on delivering exceptional client service.
- We offer an approach that integrates Investment Management, Financial Planning and Income Tax Planning.
- Taxes can erase as much as 50% of your income and 40% of your taxable estate without proper planning. We utilize our tax expertise to help you keep more of what you earn resulting in greater wealth accumulation.
- True wealth management is about helping you achieve your goals. We begin by thoroughly understanding your personal goals and objectives and then focus all of our services toward helping you accomplish them.
Institutional Investment Platform
- Our investment platform provides access to a broad range of investments. It is complemented by a rigorous due diligence process designed to identify and oversee top investment managers.
- We separate custody, investment management, and reporting responsibilities to provide further protection against fraud or theft.
- We help identify and negotiate lower investment fees for our client portfolios. We also structure the portfolio efficiently to minimize income taxes.
Awards and Recognition
- Our firm and its professionals have been recognized as a leader locally and nationally by publications including CNBC, InvestmentNews, US Commerce Association, Indianapolis Business Journal, and Indianapolis Monthly Magazine.