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.