EA
Erikka Andersen
Trust Specialist at Columbia Trust
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Work Experience
Trust Specialist
Apr 2020 - Present · 4 years and 9 months
Special Education Paraprofessional
Oct 2010 - Jun 2013 · 2 years and 8 months
San Ramon Valley Unified School District
Autism Specialist
Apr 2014 - Sep 2017 · 3 years and 5 months
Company Details
11-50 Employees
Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients and helps transition wealth to the next generation. While we are a local company, we look globally when it comes to asset allocation, incorporating multiple styles, asset classes, and alternative investments. From our offices in Oregon, Washington and Idaho, we will gladly manage real estate and other unique assets that are often the foundation of family wealth in the Pacific Northwest. 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. Customized Services - Investment Management Services - Trust Administration and Estate Settlement - Trust Accounting and Tax Reporting - Fiduciary Services - Real Estate and Specialty Asset Management
Year Founded
1966
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance, Investment Services, Academic
HQ Location
805 SW Broadway Suite 780 Portland, OR 97205, US
Keywords
specialty asset managementinvestment management servicesaccounting and reportingdiscreet servicereporting fiduciary servicesestate and specialty
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