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
Our success in wealth management has been driven by experience, discipline, and a long-term focus.
Our objective is to deliver above average long-term, risk-adjusted, after-tax returns.