Services

Column Capital provides wealth management services that address your overall financial situation. While each of our services can be provided separately, maximum value is achieved when all areas are integrated into one cohesive wealth plan. In addition, clients may experience cost savings and appreciate a more coordinated approach with one point of access. If you have effective advisory relationships in place, we can provide any of our three services separately and work as a team with your existing advisors.

Investment Management*

At Column Capital, we know that investment success comes from the implementation of a strategy designed to achieve the investor’s goals and objectives. Our highly disciplined approach to investment management ensures that your portfolio reflects a strategy tailored just for you.

Financial Planning*

Column Capital’s Financial Planning Services cover all areas of financial and tax planning. The services provided to each client are integrated and customized to address their specific issues and help them meet their financial goals and objectives.

Tax Services*

Column Family Office (CFO) provides a complete array of tax services tailored specifically for the needs of high net worth individuals and families. Understanding tax laws, staying abreast of changes, and finding opportunities takes a full-time commitment.

* Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. Column Capital does not serve as an attorney, accountant, or insurance agent. Column Capital does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, our affiliated accounting firm can be engaged to be provide tax preparation and related consulting services per the terms and conditions of a separate engagement and fee.

Latest Blog Post

Weekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk

September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Weekly Market Insights: Friday Rally Stems Week of Losses

July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Weekly Market Insights: Markets Start 2021 on a High

January 19, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written.

Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.

Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.

Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.

Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.

Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.

*Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANYQUESTIONS: Column’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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