Columbia Partners was founded in 1995 as an SEC-registered investment advisor. We are an independent firm that employs 18 people, including 14 investment professionals with an average of 17 years of investment experience. Our company remains 80% employee-owned and has established a reputation of providing quality investment management services.
Our sole focus is money management. We offer an array of strategies that include equity and fixed income investment management. We also advise our clients on alternative investments designed to supplement their core holdings. We align our goals with those of our clients and strive to develop and maintain long-lasting relationships.
We currently manage approximately $2 billion for a variety of clients, including:
- Union and Taft-Hartley funds
- Corporate funds
- Foundations and endowment funds
- Families, trusts, and individuals
- Sub-Advisory clients