Private Client Services

We design customized asset management solutions for high-net worth families and institutional clients. This includes crafting diversified, multi-asset portfolios designed to balance long-term growth with current income needs. Our custom portfolios incorporate long-term core dividend equity strategies complemented with thematic solutions. These solutions utilize our in-house expertise and rely on liquid individual stocks as well as ETFs that do not issue K-1’s to investors. Because we assemble the entire portfolio, we utilize strategies that play a specific role and complement each other to reduce correlation.

Columbus Macro recognizes the importance of wealth preservation and designs portfolios that include long-term risk management techniques. Our process attempts to manage risk through a strong focus on valuation and dividend/income sustainability, as well as active adjustments to reposition portfolios in response to changing market conditions and macro events. We also employ multiple levels of diversification: asset class, style factor, trading frequency, income stream and instrument.

Our firm is committed to delivering responsive client service that includes timely communication and frequent market and portfolio updates. This also includes the opportunity for one-on-one access with our investment decision-makers. Clients receive comprehensive easy-to-understand quarterly performance reports (QPRs) that clearly present insight into their account holdings by ticker, asset class, and strategy. Finally, assets are held at qualified independent custodians, including Schwab, so clients always maintain full transparency into their account(s).

For more information on our investment strategies, including performance factsheets and additional marketing materials, please contact us.

There is no guarantee that any strategy will be successful in reaching its objectives, please consult disclosures for additional Information.