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:
We sit on your side of the table
As a registered investment advisor, we emphasize objectivity and transparency in all aspects of our practice. As fiduciaries, we seek to provide clients with a collaborative approach to wealth management. We are employee-owned and invest alongside our clients.
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 are intended to help you achieve those goals by delivering sustainable growth.
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.
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 team of experts who are ready to help in all aspects of wealth management.
We are always ready
We are collaborative and responsive to your needs. As your family office, we strive to provide a consistently high level of service and build rewarding, long-term relationships.