Columbus Investment Advisory Inc.

Columbus Investment Advisory, Inc. is a privately held Subchapter S Corporation specializing in managing investment assets for individuals and families since its establishment on January 1, 1996. Led by principal owner John Schlater, the firm's mission is to provide trusted advice tailored to clients' unique goals and circumstances. With discretionary assets under management totaling $405,608,867 as of December 31, 2024, the firm offers personalized portfolios reflecting clients' risk tolerance, return expectations, and tax situations. Fees for investment management services are based on a percentage of the portfolio's market value, with an annual fee ranging from 1.00% to 0.35%. The minimum annual fee is $2,500. Clients may pay fees quarterly by check or portfolio debit. The firm also charges fees for financial consulting services based on time and nature of services provided. Columbus Investment Advisory does not engage in performance-based fees or side-by-side management arrangements. The firm conducts fundamental investment research for stock selection and favors companies with specific valuation criteria. For bonds, quality ratings and various financial metrics are considered. Asset allocation guidelines are established based on clients' income needs, risk tolerance, and investment horizon. The firm maintains a diversified portfolio of 30 to 40 stocks and focuses on safety and income with bonds. Clients primarily include high net-worth individuals, families, trusts, IRAs, and charitable foundations. The firm acts as a fiduciary and provides investment advisory services on a discretionary basis.