We have personal trusts, charitable trusts and IRA rollover accounts. Each of our customers has a primary point of contact, an experienced professional with the authority and the responsibility to act for your account.

Columbia Bank has flexible options for the size of accounts we administer. Big or small, Columbia Bank manages all types of needs. Our average account size is well over 1/2 million dollars with many over 1 million, but we are able to accept accounts at $100,000.

	Single Source of Contact
	At Columbia Bank, our local community banking roots set us apart from the big guys. You’re not a number. Your account is handled by one person, unheard of at most companies you do business with. Your personal Account Executive will provide face-to-face, personal service focused on you and supported by a trust administrative officer, trust real estate professional as well as support in investment research and estate planning.
	Absolute Accountability
	Your personal Account Executive has absolute accountability with each and every account. From the first step of designing an investment plan, through periodic account review, your personal Account Executive will work closely with you.
	Rigorous Performance Measurement
	We’ve established rigorous checks and balances within each account. Our personal Account Executives work together to monitor and evaluate each other’s work on a regular basis to ensure appropriate performance and to identify issues before they become problems. Additionally, we employ an independent third party to provide AIMR compliant performance measurement.
	World Class Research Partners
	We have developed relationships with Wall Street traders and research partners to assist us in our investment decisions. Our Account Executives confer directly with institutional fund managers, analysts, tax strategists and other professionals to stay on top of issues that affect their client’s financial lives.
	Seasoned, Trained Professionals
	Our personal Account Executives have an average of 25 years in the investment and account management profession. Additionally, each team member maintains a knowledge plan including ongoing certification and continuing education goals, association affiliations, and work toward accreditations.