"I've never felt like they're not there for me."

"We get special treatment, like everybody does."

"They're committed to family and to agriculture."

Columbia Trust Services

Investment and Fiduciary Services from CB Trust Services. Local contact, professional expertise and lifetime relationship.

Services

Investment Management

• 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

Contact Us

Find a CB Trust Services Team Member

New Business: 206-223-8779

Trust Administration:
Barbara Root 253-305-0495
Susan Brinkman 253-305-0757

Columbia Bank Trust Services
1301 A Street, Suite 800
Tacoma, WA 98402



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.