PRIVATE CLIENT PORTFOLIOS

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.



* Investors who already have a relationship with a financial advisor and would prefer to have the advisor continue to fulfill the role of investment counselor may be able to access our capabilities through a separately managed account (SMA). Minimum investments for SMAs are generally lower than for private client accounts. Check with your advisor.