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Trust and Investment Services

Trust starts here

Think ahead with an experienced Trust Services representative at Columbia Bank. Our experts take pride in managing your trust and related assets so you can enjoy the good life. From investment to fiduciary services, we'll manage your trust professionally and with a personal touch.

Investment Management Services

  • Asset Management and Asset Allocation
  • Individual Custom Portfolios
  • Fixed Income Management
  • Investment Overlay Strategies
  • Third-Party Managers
  • Alternative Investments
  • Stock Concentration Strategies
  • Socially Responsible Investments

Fiduciary Services

  • Agency Accounts
  • IRA and Roth Accounts
  • Revocable/Irrevocable Trusts
  • Probate and Estate Settlement
  • Guardianship Services
  • Special Needs Trusts
  • Real Estate/Special Assets
  • Wealth Transfer
  • Trustee Succession
  • Charitable/Philanthropic
  • Custody


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Consider This

Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Trust and Investment Services2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.

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