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How does the advisor help clients – Key Takeaways:
Columbia Wanger Asset Management, LLC is a renowned financial advisory firm that strives to provide expert investment management services to its clients. With their deep understanding of the financial markets and a dedicated team of professionals, they work closely with their clients to create customized investment strategies that align with their goals and objectives. Here are some key takeaways on how this trusted advisor helps its clients achieve financial success:
- Offers personalized investment management services tailored to the specific needs and goals of each client.
- Uses an active management approach to constantly monitor and adjust investments based on market conditions.
- Provides a wide range of financial services to cater to various investment needs and preferences.
- Serves a diverse clientele, including individuals, families, institutions, and retirement plans.
- Values transparency and maintains open communication with clients to ensure their understanding and satisfaction.
Facts and Insights
Columbia Wanger Asset Management, LLC was founded in 1992 and is headquartered in Chicago, Illinois. With over 28 years of experience in the financial industry, the firm has established itself as a reputable and reliable advisor. As of June 2020, it has approximately $44.3 billion in assets under management and employs a team of 68 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1992 | $44.3 billion | 68 |
Financial Services Offered
Columbia Wanger Asset Management, LLC offers a comprehensive range of financial services to cater to the diverse investment needs of its clients. These services include:
- Investment management
- Equity and fixed income strategies
- Socially responsible investing
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
Client Types
The firm serves a diverse clientele, including the following client types:
- Individuals
- Families
- Institutions
- Retirement plans
Fees & Compensation
Columbia Wanger Asset Management, LLC charges a fee based on a percentage of assets under management, which is usually calculated on a quarterly basis. The exact fee may vary based on the services provided and the specific needs and goals of each client. The firm is committed to transparent and fair pricing and discloses all fees and expenses to its clients.
Background
Columbia Wanger Asset Management, LLC was founded by John W. Wanger and James C. Thompson in 1992. The firm’s investment philosophy is based on the belief that active management can outperform the market with disciplined and diligent research. They also place a strong emphasis on risk management and strive to create diversified portfolios for their clients.
Financial Advisor Disclosures to Know
In addition to being a registered investment advisor, Columbia Wanger Asset Management, LLC is also a fiduciary. This means that they are legally required to always act in the best interests of their clients and put their clients’ needs and goals above their own. The firm does not have any disclosures or disciplinary actions on its record, indicating a clean and trustworthy reputation.