Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 36 Best Integrated Tax Investment Management Firm - USA Column Capital is an independent, objective, and fee-only wealth management firm that provides wealth management services to high net worth individuals and families. We invited Frank Tinsley to tell us more. Company: Column Capital Advisors, LLC. Email: [email protected] Web Address: www.ColumnCapital.com Address: 3815 River Crossing Parkway, Suite 340, Indianapolis, Indiana 46240-7808 Telephone: (317) 663-6500 Column Capital provides investment management, financial planning and tax services for their clients. Through their expertise and ability to integrate investment management, financial planning, and tax services, the firm is able offer a more complete solution to address client’s wealth management needs, as Frank explains. “Here at Column Capital we provide investment management, finan- cial planning and tax services for our clients. Our highly-credentialed professionals bring years of formal educational training and decades of proven experience.” “By maintaining a select number of clients, we are able to better design and oversee our client’s overall financial situation and maximize their after-tax wealth. Our firm’s approach to wealth management gives us the power to keep our clients focused on where they want to go as we advise them on how to get there. We maintain a disciplined approach to assist our client’s in realizing their dreams, in the present and in the future.” Within the financial industry, the complexities of investment manage- ment, financial planning and tax planning are only increasing. There- fore, the need for professional and personalized advice, as provided by Column Capital, is growing larger every day, as Frank states. “Each client’s situation is unique and demands an approach specifically designed and implemented for them. We are well positioned to help our clients through this increasingly complex environment.” “Recently, there has been a great deal of discussion about the growth of the “robo” advisor platform. Even though we acknowledge that there are situations where a “robo” advisor platforms can be useful for some clients, we believe that the vast majority of clients would be better served by a personalized approach to their financial needs.” As a final comment Frank expresses his optimism for the future of his firm as it works to ensure that it provides the very highest quality services to its clients. “The future is very bright for Column Capital. We continue to invest in people, technology and operating systems which allows us to grow while maintaining our close relationships with our clients. Through our col- laborative efforts, our staff stays abreast of the latest planning ideas and industry trends which allows us to implement changes, when necessary, in our strategies and recommendations to our clients.” WM16033