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

Investment Management

Columbia Trust Company

Rob Pitois

Todd Aquilina

Rob Howell

The Leadership Team at Columbia Trust Company is responsible for strategic planning, overseeing regional operations, and ensuring the delivery of customized wealth management services. This team guides the company's mission to provide personalized fiduciary services, manages high-net-worth client relationships, and oversees trust and estate administration. They also spearhead investment strategies that incorporate global asset allocation and diversified investment solutions to preserve and grow client wealth.

Leadership Team

About

Team members

Other teams at Columbia Trust Company

Trust and Relationship Management Team