Columbia Asset Management, L.l.c.

Columbia Asset Management, L.L.C. is a registered investment advisor specializing in providing investment advisory services to individuals, trusts, estates, corporations, and charitable organizations. Founded in 1997 by Brian H. Weisman, the firm upholds a fiduciary duty to its clients, ensuring loyalty, fairness, and good faith in managing their investments. The firm offers customized wealth management solutions, including discretionary investment management and financial planning services. Clients can expect a long-term investment approach focused on achieving their financial goals, with investment decisions made based on individual objectives and risk tolerances. Columbia Asset Management primarily uses fundamental analysis and Modern Portfolio Theory in developing investment strategies. The firm does not charge performance-based fees and does not manage proprietary investment funds. The minimum initial investment or account size is not specified in the brochure. Fees for wealth management services are based on the market value of assets under management and are billed quarterly. The firm does not charge a minimum fee. Columbia Asset Management does not accept or maintain custody of client funds, except for limited authority as outlined in the Custody section. The firm's Chief Compliance Officer, Jessica Hoard, ensures the security and confidentiality of clients' personal information. Clients have the right to limit the sharing of their information for marketing purposes. The firm does not disclose personal information for marketing purposes and only shares information with third parties for servicing client accounts. Clients can contact the firm to obtain a copy of the Privacy Policy or address any questions or concerns.