Ashfield Capital Partners, LLC is a San Francisco-based, employee-owned wealth management firm founded in 1973. Our business structure - and our strengths - make us well suited to serve high net worth individuals, foundations, and endowments with $5 million or more to invest.
Our clients benefit from Ashfield’s three key attributes:
- 1. A well-defined investment philosophy developed over more than four decades of experience provides the framework for a disciplined and repeatable investment process.
- 2. We offer customized investment solutions to every client.
- 3. Our clients work directly with their portfolio manager.
At Ashfield Capital Partners our mission is to help investors build wealth over time, through a process that is consistent and understandable.
We create and manage investment strategies based on a clearly defined set of enduring principles. We also provide clients extensive access to the people best qualified to answer their questions and expand their knowledge and understanding of our process: our highly experienced portfolio managers and administrators.
Customized Investment, Tailored to Unique Family Circumstances
- 8 Market Cycles of Experience
- Comprehensive Custom Portfolios
- Direct Contact with Portfolio Manager
- Multi-Generational Approach
- Value-Added Services
Delivering Excellent Results by Focusing on the Future
Each investment strategy at Ashfield Capital Partners managed on behalf of foundations, endowments, and pension funds reflects our core beliefs about building wealth through equity investing.
The future is worth more than the past.