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Columbia Square Wealth provides investment management services that deliver sustainable results.
We believe that markets are efficient, and fees are to be minimized as much as investment risk. The best path to investment success is to seek growth at a reasonable cost.
We invest our clients' money in a broadly diversified set of high-quality low-cost instruments which we monitor and rebalance regularly. Positions are allocated across asset classes, from stocks to bonds, and across industries and geographies based on each client's unique risk profile and investment horizon.
