Navigating change

When families come to Ashfield, they’re often facing a challenge brought on by inevitable life change. This can come in many forms – unexpected windfalls, inheritance, the sale of a business or a financial transition. Whatever life brings your way, we’ll walk you through it, helping you keep your financial goals on the horizon.

Houses

Our service and dedication to our client families run deep and broad but can be defined in three main aspects:

Independent investment advice, without sales or ulterior motives.

We base investment decisions on a client family’s entire balance sheet, current portfolio holdings, risk tolerance and estate plans.

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The framework and support needed to execute everything.

Our client reports show how your investments are doing relative to your goals to ensure you are informed and involved every step of the way. Our team is here to offer any assistance you may need to execute your financial strategy.

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From financial reports that show how your investments are doing relative to your goals, to reviewing cash flows and document preparation, you have our full team to help you manage the often-complicated details of life with wealth. Our team is here to offer any assistance you may need to execute your financial strategy.

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When you work with Ashfield, you get an entire team working directly for you:

Customized and flexible, built for you and your family

Through planning and advisory, we review and analyze your entire financial picture, allowing us to understand growth and liquidity needs, to identify where you may have risk and inefficiencies and to discover opportunities for improvement.

Service from every level of the firm

Led by your portfolio manager, our team of client service professionals is ready to address any operational or administrative need.

Direct access to your portfolio manager

Direct access creates a critical level of accountability and enables the manager to respond quickly and effectively as circumstances change. Our clients interact with the person who has participated in the research process and makes the investment decision.

A detailed and comprehensive approach to investments

At Ashfield, our process touches all the areas of your financial life so that your investment portfolio works to meet your needs, goals and tolerance for risk. This means we think about tax implications, estate planning, timing and other aspects of your financial life.