Columbia Trust Company
Barbara J. Root, CTFA, AIF, currently serves as VP, Senior Trust Officer, and Washington Market Manager at Columbia Trust Company since January 2016, specializing in Trust and Estate Administration. Prior to this role, Barbara held the position of VP, Senior Fiduciary Officer at Columbia State Bank from March 2010 to December 2015, where Barbara was involved in various committees and initiatives following the merger with Columbia Trust Company. Additionally, Barbara worked as VP, Fiduciary Officer at American Marine Bank from June 2004 to February 2010, contributing to multiple committees before its merger with Columbia Bank. Barbara's educational background includes studies at Washington State University and Highline College.
Columbia Trust Company
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