Our investment advisory services provide cash management and bank consulting services to local governments. Our principal functions include: portfolio management; portfolio accounting and reporting; analysis of banking and custodial relationships; legal compliance; client service; and, economic analysis.

Columbia recommends the highest quality debt issues in managing its clients’ fixed income investments. We seek to avoid credit risk and view derivative securities and similar investments as inappropriate for short-term portfolios of local governments. As of September 30, 2022, we manage approximately $1.487 billion of short-term portfolios and qualify as a registered investment adviser with the SEC.

At a time when municipal finance departments have only gotten smaller, Columbia Capital serves as an extension of staff to ensure the organization's investment program is implemented effectively and with full compliance with state and local laws, trust indentures and investment policies.

In addition to these services, Columbia also serves municipal bond issuers as a broker for various types of structured investments for bond proceeds, including refunding escrows and project fund investment agreements.