COLUMBIA ASSET Overview

Columbia Asset Management is an investment advisor that manages 414.6 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 285MM in positions, representing 69% of the manager's regulatory AUM.

COLUMBIA ASSET StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COLUMBIA ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.68% Tech -2.29% 0.01% 0 42%
DOW 3.66% Materials 6.93% 0.06% 0 18%
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COLUMBIA ASSET Founders and Key Employees

Name Title In Position Since
Brian H. Weisman President December-1997
Linda M. Brown Chief Compliance Officer September-2005

COLUMBIA ASSET Brokers, Custodians, Auditors and Administrators

Type Company

COLUMBIA ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We provide advice and invest in individual stocks and bonds, mutual funds, foreign issues, CD's, publicly traded real estate. In certain cases we incorporate options or shorts, but only after discussion with the client. Investment time horizon is typically long term (over many years). Our research is independent and incorporates financial magazines, publications and papers, fundamental research, corporate ratings services, SEC filings and other pertinent sources.

Investing in securities involves the risk of loss that a client should be prepared to bear. We do not guarantee our investment results or performance, but we do not engage in frequent trading of a client’s account, which will adversely affect performance, particularly through increased brokerage and other transaction costs and taxes.

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COLUMBIA ASSET Portfolio Concentration

COLUMBIA ASSET Location

213 WEST LIBERTY ST
SUITE 110
ANN ARBOR, Michigan
UNITED STATES, 48104

COLUMBIA ASSET Contact Information

Phone Number: 734-665-1454
Fax Number: 734-665-4003
Website:

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