Private Wealth Management

We create customized investment portfolios specifically tailored to each family’s unique circumstances and focused on after-tax returns. We manage all your wealth-related details so that you can spend more time with family, on favorite causes, or focused on your career. We serve as your trusted guide in all matters financial, allowing you peace of mind and control in an increasingly complex world.

  • We follow a rigorous and comprehensive financial planning process to learn a great deal about your financial circumstances (assets and liabilities of all types, income components, and cash flow planning) before developing an investment strategy that is right for you
  • Our investment team researches the best available opportunities in global stocks, bonds, and alternative assets where appropriate, with emphasis on after-tax returns and long term wealth accumulation
  • We focus on preserving and growing your legacy by addressing wealth transfer to heirs and charities, plus wealth protection through risk minimization, estate planning and insurance, while working with your existing team of financial professionals or helping you build one
  • Frequently we invest for multiple accounts within a family group, allowing us to see inter-generational dynamics, competing priorities, and varied account types

Ashfield PWM Advantage

  • 40+ years of building our business on integrity and trust
  • Prudent decisions no matter the market condition
  • Constant core team managing your affairs for many years
  • Focus on capital preservation and income needs
  • No "off-the-shelf" portfolios
  • Portfolios managed based on life circumstances, not benchmarks
  • We are a fee-only advisor with full fiduciary responsibility
  • No relationship manager intermediary; those who manage your investments are directly accountable to you
  • Single point of contact in your Portfolio Manager, supported by a client service team
  • Your Portfolio Manager thoroughly understands and responds to your unique circumstances
  • Multi-generational professional staff serving multi-generational clients
  • We help you preserve and develop your legacy
  • Our 4th generation clients demonstrate successful, continuous family relationships
  • Single point of contact for your existing professional team means less work for you
  • No problem we can’t solve through our deep professional network (CPAs, attorneys, insurance advisors, lenders, etc.)
  • Comprehensive advice on outside investments and life management

PWM Portfolio Process

Monitor and Supervise
Discuss and Analyze Your Position
  • Risk appetite
  • Income requirements
  • Goals/objectives
  • Current investment assets
  • Capital gains tax consequences
  • Other assets (real estate, private investments, etc.)
Portfolio management begins with understanding the "whole picture"
Formulate Asset Allocation Strategy
  • Establish investment strategy to maximize risk-adjusted returns given client objectives, risk tolerance, etc.
  • Determine optimal allocation across asset classes, geography, sector, etc.
Broad diversification delivers optimal risk-adjusted returns
Design and Implement Your Portfolio
  • Employ Ashfield research in selecting securities
  • Value-added institutional equity research
  • Portfolio-specific security selection
  • Fund due diligence
Clients benefit from our integrated, systematic research process