A partnership with you in mind
We understand the connection between you and the assets you entrust us to protect, manage, and invest. Our philosophy has five key points:
Aligned Interests
We sit on your side of the table
As a registered investment advisor, we emphasize objectivity and transparency in all aspects of our practice. We believe wealth management should be free of conflicts of interest. We are employee-owned and invest alongside our clients.
Meaningful Portfolios
Every portfolio serves a purpose
We start by asking what you want your money to do. What are your long-term objectives and aspirations? Then we design and manage customized portfolios that will help you achieve those goals by delivering sustainable growth.
Investment Opportunities
Access to opportunity drives value
Our connections to a deep bench of professional talent sets us apart from the rest of the industry by providing access to private investment opportunities, particularly in real estate and private equity.
Intellectual Capital
Insights that make a difference
We believe our knowledge base distinguishes us from other financial service firms. At Columbia Pacific, you’ll have access to a large, in-house team of experts who are ready to help in all aspects of wealth management.
Long-term Relationships
We are always ready
to help
We are collaborative and responsive to your needs. As your family office, we are able to provide a consistently high level of service and build rewarding, long-term relationships.