RIA Resource Center

"Through our dedicated team of registered investment advisor specialists, Columbia Management helps you help your clients. We appreciate our RIA relationships, and provide in-depth investment research and relevant market insights to support your business." — William F. "Ted" Truscott CEO, Global Asset Management


Our Commitment to RIAs

At Columbia Management, we:

  • Recognize the unique needs of the RIA community
  • Work closely with your firm to assist in making informed fiduciary decisions
  • Provide investment solutions and consultative services to help grow your business, including:
    • In-depth investment research and analysis
    • High-caliber relationship management and client service
    • Institutional share class availability
    • Access to our value-add program, the Columbia Management Learning Center

 

5P Investment Process Video

Columbia Management 5P Investment Process


To ensure the integrity of our investment strategies, each product team participates in the 5P process – an oversight system based on accountability and meritocracy.

Watch video to learn more about investment oversight.

RIA Focus Funds

Funds Reports Presentations Fact Sheets Commentaries
*Class A shares are offered load-waived with no transaction fees. Class R5 is an institutional share class with a transaction fee.

View more funds.

 

FIND YOUR RIA SPECIALIST

To schedule a meeting, request fund information or subscribe to RIA emails, contact your RIA Specialist:

866.444.5435
 

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Retirement and education planning resources for financial professionals