Ashfield Capital Partners has extensive experience in working directly with high-net-worth individuals to devise
and implement fully customized investment portfolios (minimum investment: $1,000,000). For our Private
Clients, we fulfill the role of investment counsel/advisor, reviewing each client's goals, risk
tolerance/time horizon, tax concerns and other pertinent financial issues and objectives before
recommending an appropriate and individualized investment strategy.* We then construct and manage
the client's portfolio and meet directly with clients to review investment results and discuss whether
changes to their financial needs and goals dictate a change to the investment portfolio.