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Columbia Trust Company logo — Columbia Trust Company provides investment management and tr...

Columbia Trust Company

Columbia Trust Company provides investment management and trust services to NW families, individuals & nonprofits.

Founded 1966 United States Portland, United States 40 employees Finance, Financial Services

General Information

Company Name Columbia Trust Company
Founded Year 1966
Location United States Portland, United States +5
Employees 40
Industries Finance, Financial Services
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About Columbia Trust Company

Columbia Trust Company provides investment management and trust services to NW families, individuals & nonprofits. The company, founded in 1966, specializes in personal trust and investment management services, acting as an independent fiduciary that safeguards the legacies of clients and aids in transitioning wealth to the next generation. Operating primarily in Oregon, Washington and Idaho, Columbia Trust Company manages investments for high net worth clients, non-profit endowments and family offices. The company prides itself on its global approach to asset allocation, incorporating various styles, asset classes, and alternative investments to create an optimal mix for clients' wealth management needs. It offers a range of services including investment management, trust administration, estate settlement, trust accounting, tax reporting, and real estate and specialty asset management. As a fiduciary, the company's focus lies in choosing the right investment solutions that minimize unnecessary risk and allow for steady wealth accumulation over the long term. The emphasis on personalized and balanced wealth management has attracted many clients who seek a smooth transition of trust responsibilities to the Columbia Trust Company.

Taxonomy: Investment Management, Trust Services, Fiduciary, Wealth Management, High Net Worth Clients, Non-profit Endowments, Family Offices, Asset Allocation, Real Estate Management, Estate Settlement, Tax Reporting, Specialty Asset Management

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Columbia Trust Company Alternatives & Competitors

Columbia Trust Company vs
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Columbia Trust Company vs
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Columbia Trust Company vs
Crestbridge
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FAQ About Columbia Trust Company

Columbia Trust Company provides investment management and trust services to NW families, individuals & nonprofits.
Columbia Trust Company was founded in 1966.
Columbia Trust Company is headquartered in Portland, United States.
Columbia Trust Company operates in the following industries: Finance, Financial Services.
Columbia Trust Company has approximately 40 employees.
Top alternatives and competitors to Columbia Trust Company include Evolving Intelligence Inc, Enoch Wealth, Crestbridge, Integer Wealth Global, Robbinsdale Group Tokyo Japan. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Columbia Trust Company and Evolving Intelligence Inc are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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