Ashfield Capital Partners

Our investments are defined by our philosophy, developed over decades of experience.

Investors who embrace a disciplined, long-term investment process to invest across market cycles, rather than trading based on market trends and new headlines can attain more consistent investment returns over time, leading to better performance

We help you understand how much risk you need, how much downside you can afford and how much risk is appropriate in your portfolio. Then we construct your portfolio to optimize return for the right level of risk.

We often meet with families who have no idea how they are invested, what they own, or where their money is. The result is often excessive fees, inappropriate returns for the risk and a risk level that does not match the clients objectives. One should never be surprised by their investment holdings.

Liquidity constraints should factor into each investment decision. If you are going to sacrifice liquidity, you need to be paid for it .

Emotional and cognitive biases can often cloud an investor’s decision making. We remove biases and instead rely on objective data, resulting in undiscovered investment opportunities and avoidance of inappropriate risk.

FULL SERVICE ASSET MANAGEMENT

For clients looking for complete asset management, we construct, implement, and oversee all aspects of their portfolio. Ashfield takes a long-term approach to investing, focused on management of risk and the importance of growth. Our perspective allows for both steady appreciation and needed liquidity to help ensure financial security and peace of mind.

Our role as an investment advisor is to achieve an alignment of personal values, financial needs and investment constraints.

Sustainable investing refers to the market resiliency (the “sustainability”) of an investment through economic, environmental, social and business governance change. More than 90% of the largest global companies by revenue now report ESG information. Ashfield’s 45 years of experience in deep investment research puts us in a unique position to apply environmental, social, and governance criteria at the company level, fund level, or even at the asset allocation level.

Despite the growing interest and rising use of ESG information, values are unique to an individual. We build client portfolios by addressing our clients’ specific needs through proprietary due diligence and research, knowing our clients, knowing our options, and maintaining flexibility across a spectrum of solutions. Based on your preferences, we can approach incorporating your values into your investments in one of several ways:

Build a portfolio that exclude areas of investment with objectionable activities by sector, company or theme.
Diligence and invest in individual securities rated high in ESG metrics.
Identify values and tilt portfolio to thematic and niche investments.
Invest directly with assets for direct and measurable positive ESG impact.

Ashfield’s research evaluates investments for long-term wealth creation. Sustainable investing is a natural extension of our approach to building client portfolios. Often companies with strong ESG factors are focused on long-term value over short-term gain. This means investors seeking to align their portfolios to their values don’t have to face a trade-off when achieving their long-term goals for their wealth.

MORE THAN 130 YEARS OF COMBINED INVESTMENT EXPERIENCE

FULL SERVICE ASSET MANAGEMENT

Your Values &
Your Investments

ashfield insights

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MORE THAN 130 YEARS OF COMBINED INVESTMENT EXPERIENCE

Asset Allocation vs. Market Timing

risk management

Know what you own

Pay extra for liquidity

Remain objective

FULL SERVICE ASSET MANAGEMENT

Your Values & Your Investments

What is ESG Investing?

What Does an Ashfield ESG Portfolio Look like?

Is there a Trade-Off Between Social and Financial Returns?

ashfield insights

contact us

navigation

Your Values &
Your Investments