505 Beach Street,
When entering a relationship with a client the first step is a comprehensive discovery process where we uncover what their financial goals are and what is most important to them. Our financial plans and portfolios are all rooted in our client's desired destination. Our job is to help them get there.
At Columbus Advisors, we construct portfolio models to uniquely fit out our clients needs. Our process leads to a thorough objectives search and risk analysis used to determine what is needed to guide our clients to achieving their financial goals.
Dependent on what is required of a portfolio to meet a client's needs we have a wide universe of unique and effective strategies and investment products that have passed our due dilligence process. Our strategies range from utilizing individual stocks/bonds to broad index ETF's.