Ashfield Capital Partners, LLC is a San Francisco-based investment firm founded in 1973 that offers comprehensive wealth management  to individuals and investment management to institutions. As an employee owned firm, we are driven by our collaborative culture, and committed to a true partnership between our professionals and our clients. Our clients benefit from the firm's three key attributes:

  • A well-defined investment philosophy developed over more than four decades of experience, which provides the framework for a disciplined and repeatable investment process.
  • An uncompromising commitment to careful portfolio construction and risk management.
  • The breadth and depth of experience of our investment professionals over eight full market cycles, combined with a collaborative environment, enables a 360° flow of valuable information and ideas.

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. We apply our time-tested investment philosophy and process to our investment strategies as well as to our private wealth management advisory services.


Institutional Investment Management

Ashfield Capital Partners manages investment portfolios on behalf of corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations and other tax-exempt institutions.


Private Wealth Management

Our Private Wealth Management practice is a distinct group within Ashfield Capital Partners LLC directly serving clients who meet our investment minimum. We create customized investment portfolios directly suited to your unique circumstances.