Who We Serve
While there is no absolute criteria, Column Capital serves high net worth individuals and families that share many of the following characteristics:
- Desires a long-term relationship with a trusted, independent advisor that does not sell products.
- Appreciates an advisor that can provide advice and solutions that can be integrated with your overall financial plan in addition to investment management.
- Are commonly high net worth individuals and families (i.e., retirees, corporate executives, physicians, lawyers, business owners, professional athletes).
- Have a net worth valued between $2 – $15 million with some clients having significantly higher net worth.
- Our minimum investment relationship is generally $500,000 if you are still actively accumulating or $1 million if retired.