Column Capital - Wealth Management

Investment ManagementIndiana, United States11-50 Employees

Column Capital is an independent, objective, and fee-only wealth management firm that provides comprehensive wealth management services to high net worth individuals and families. Through our expertise and ability to integrate investment management, financial planning, and tax services, we offer a more complete solution to address your wealth management needs. Investment Management There’s not an investment consultant or money manager in the world that can consistently outmaneuver the market – predict stock performance or guarantee a high rate of return. At Column Capital, we know that investment success comes from the implementation of a strategy designed to achieve the investor’s goals and objectives. Our highly disciplined approach to investment management ensures that your portfolio reflects a strategy tailored just for you. Financial Planning Column Capital’s Financial Planning Services cover all areas of financial and tax planning. The services provided to each client are integrated and customized to address their specific issues and help them meet their financial goals and objectives. As a fee-only advisor, we bill each client a fixed financial planning fee based on their net worth and complexity of their financial situation. We provide each client a customized financial planning binder with detailed analysis of all relevant planning areas. We prepare an annual Year in Review summary that outlines their personal and financial accomplishments and quantifies savings from our tax and financial planning recommendations. Tax Services Column Family Office (CFO) provides a complete array of tax services tailored specifically for the needs of high net worth individuals and families. Understanding tax laws, staying abreast of changes, and finding opportunities takes a full-time commitment. We provide tax services with a keen awareness and command of tax law. Our services provide many benefits to our clients including accuracy, efficiency and value.

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