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:

  • Long-term relationship with a trusted, independent advisor that does not sell products.
  • Appreciate an advisor that can provide advice and solutions that can be integrated with your overall financial plan in addition to investment management.
  • High net worth individuals and families (i.e., retirees, corporate executives, physicians, lawyers, business owners, professional athletes).
  • Most clients' net worth values range from $2 – $10 million and some are significantly higher.
  • Our minimum investment relationship is generally $500,000 if you are still actively accumulating or $1 million if retired.