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Columbia Mgt. Group

1300 SW Sixth Avenue P.O. Box 1350
Portland, Oregon 97207
United States
 
Contact :      Ms. Vanessa Witbeck
Phone :       503-222-3600
Fax :             503-243-2630
Email :         Vanessa.Witbeck@columbiamanagement.com
Web :           http://www.columbiamanagement.com

Columbia Mgt. Group Information

Type of organization :
Total Assets Managed ($Mil) : $17,374
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1972
Wrap Programs Offered? : No
# of Accounts Managed : 180
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Columbia Mgt. Group History

Columbia Management Group, Inc. (Columbia Management Group) was established in 2002 as the holding company for Columbia Management Company, Fleet Investment Advisors and the asset management companies of Liberty Financial, including Colonial Management, Liberty Wanger Asset Management, Newport Pacific Management and Stein Roe & Farnham. We have been managing assets through our predecessor organizations since the early 1900s, with our oldest separate account funded in 1911. Recognizing that many industry professionals believe that the best investment ideas come from small, focused teams like those found at boutiques, Columbia Management Group has structured the organization such that each of our investment centers retains the distinct investment culture of an independent firm. Each is agile, focused and dedicated to maintaining time-tested investment processes and strategies. Through these individual investment centers, we offer clients the investment concentration, research orientation and culture of a boutique, but united as Columbia Management Group, we provide the strength, resources and stability of a large financial institution. Columbia Management Company was formed in 1964 in Portland, Oregon and registered with the SEC on September 3, 1969. In December 1997, Columbia Management Company was acquired by the Fleet Financial Group (now FleetBoston Financial) and in 2002 was combined with Fleet Investment Advisors and the asset management companies of Liberty Financial into Columbia Management Group.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Columbia Mgt. Group Personnel

Columbia Mgt. Group Product Name

Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.
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