Institutional-Grade Asset Management
Building resilient, high-performance portfolios through disciplined strategy and rigorous research.
$12.7B
Assets Under Management
7+ Years
Average Client Tenure
Our Investment Philosophy
Long-Term Value Creation
We focus on fundamental value, not short-term market noise, identifying enduring opportunities.
Diversification is Key
We build portfolios diversified across asset class, geography, and strategy to mitigate risk.
Risk Management is Paramount
We define risk first, then seek returns within acceptable parameters, protecting your capital.
Global Perspective, Local Insight
We combine global macroeconomic analysis with deep knowledge of the Pacific Northwest economy.
Our Investment Strategies
Our Global Equity Growth strategy focuses on identifying high-quality companies with durable competitive advantages, strong management teams, and significant growth potential across international markets. We are fundamentally driven, investing in businesses poised for long-term compounding returns.
Typical Holdings: Established and emerging market leaders, innovative technology companies, consumer brands with global reach.
The Core Fixed Income strategy is designed for capital preservation and stable income generation through a diversified portfolio of high-quality bonds. We rigorously analyze credit risk, interest rate sensitivity, and yield opportunities across government, corporate, and municipal bonds.
Typical Holdings: Investment-grade corporate bonds, U.S. Treasury securities, municipal bonds.
This strategy seeks to enhance diversification and provide inflation hedging through investments in real assets and alternative investments. This includes private equity funds, real estate, and infrastructure projects, offering uncorrelated returns to traditional equity and fixed income markets.
Typical Holdings: Private equity funds, direct real estate investments, infrastructure funds.
Our Dividend Income & Yield strategy is tailored for investors seeking stable, tax-efficient cash flow from their portfolios. We focus on companies with a history of sustainable dividend payments and strong free cash flow generation, providing a reliable income stream complemented by potential capital appreciation.
Typical Holdings: Dividend-paying large-cap equities, preferred stocks, high-yield corporate bonds with strong fundamentals.
Our Disciplined Portfolio Construction Process
Hover over each step in the diagram to learn more about our meticulous approach.
Step 1: Client Profile & Goal Alignment
Understanding your unique financial situation, risk tolerance, and long-term objectives.Step 2: Macroeconomic & Market Analysis
In-depth research into global economic trends and capital market conditions.Step 3: Strategic & Tactical Asset Allocation
Designing the optimal blend of asset classes to meet your goals.Step 4: Security Selection & Due Diligence
Carefully selecting individual investments after thorough research.Step 5: Implementation & Rebalancing
Executing trades and adjusting the portfolio as market conditions evolve.Step 6: Performance Reporting & Review
Providing transparent reports and regular reviews of your portfolio's progress.Meet Our Chief Investment Officer
Alex Thompson, CFA
Chief Investment Officer
Alex Thompson brings over 20 years of experience in market analysis and portfolio construction to Columbia Glacier Finance. A Chartered Financial Analyst (CFA®), Alex leads our investment team, overseeing all asset allocation decisions and strategic research initiatives. His philosophy emphasizes rigorous due diligence, risk-adjusted returns, and a long-term, patient approach to capital growth.
"In today's dynamic markets, successful outcomes stem from unwavering discipline, deep fundamental research, and a commitment to preserving capital while actively seeking opportunities for growth."
Navigate Today's Markets with Confidence
Download our latest Quarterly Investment Outlook report for our CIO's perspective on key economic trends, asset class performance, and our strategic positioning.
