Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that can manage your estate on your behalf.
Trusts are used to preserve and protect wealth but are also a way to streamline the process of transitioning that wealth to the next generation. We take both of these benefits into consideration as we identify the strategies that will work best for you. This includes our approach to investment management. And since we are located in multiple states, we strive to optimize state-by-state tax law and accommodate families who are dispersed across the region and beyond. We also provide all the services your trust may need from a tax accounting and reporting standpoint, helping to consolidate assets and reduce costs. All of this makes us a flexible partner that can accommodate a number of unique situations, including the management of real estate and unique assets.
Investment Management Services
Columbia Trust Company manages investments for high net worth clients, non-profit endowments and family offices who are interested in a thoughtful, balanced approach to wealth management. In our role as a fiduciary, we do not sell products. Instead we choose the investment solutions that are right for you. Our approach to managing your investments minimizes unnecessary risk, allowing you to accumulate wealth more steadily and substantially over the long term. While we are a local company, we look globally when it comes to asset allocation, incorporating multiple styles, asset classes, and alternative investments to create the ideal mix for you and your goals. Many clients choose to use us for investment management services knowing that they’ll be in good hands when they are ready to transition their trust responsibilities over to us.