Columbia River Financial Group, LLC
Columbia River Financial Group, LLC is an independent, SEC-registered investment adviser headquartered in Vancouver, Washington. Founded in 2017, the firm provides wealth management and financial planning services primarily to individual investors, including both high net worth and non-high net worth clients. With approximately 4 full-time employees, all focused on investment management and client service, Columbia River Financial Group serves a client base of over 200 accounts and operates as a fiduciary to its clients, emphasizing transparency and client-first principles.
Investment Strategy
Columbia River Financial Group employs a traditional wealth management and financial planning approach, focusing on diversified portfolio management for individual investors. The firm’s investment strategy includes a mix of equity and fixed income securities, tailored to the specific risk tolerance, goals, and circumstances of each client. They utilize discretionary management for most accounts, aiming for long-term growth and capital preservation while maintaining a transparent fee structure and upholding a fiduciary standard. The firm does not receive commissions for product recommendations, aligning interests with clients.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXF | VANGUARD EXTENDED MARKET ETF | 9.00% | $13.9M | 70,477 | $190.29 | $192.71 | +$3.1M |
H HDV | ISHARES CORE HIGH DIVIDEND ETF | 8.90% | $13.8M | 115,531 | $112.82 | $117.17 | +$587.0K |
V VUG | VANGUARD GROWTH ETF | 8.12% | $12.5M | 27,656 | $413.18 | $438.40 | +$3.3M |
S SPAB | SPDR PORTFOLIO AGGREGATE BOND ETF | 7.41% | $11.4M | 447,211 | $25.04 | $25.60 | +$8.0K |
D DWX | SPDR S&P INTERNATIONAL DIVIDEND ETF | 7.31% | $11.3M | 269,476 | $35.16 | $42.15 | -$312.0K |