Ashfield Capital Partners, LLC is a San Francisco-based wealth and investment management 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 Ashfield’s three key attributes:
- 1. A well-defined investment philosophy developed over more than four decades of experience, which provides the framework for a disciplined and repeatable investment process.
- 2. An uncompromising commitment to careful portfolio construction and risk management.
- 3. 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.
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.