About Ensemble Capital Management, LLC

Ensemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco. We provide families both traditional investment management and a unique, specialized approach to advancing their philanthropic interests. We offer customized portfolio management services and unparalleled client service. Our goal is to help our clients enhance both their wealth and their peace of mind.

Our View

Managing a family’s finances is more complex today than ever before. There are more demands on capital, more options to evaluate, and more pressure to invest wisely. Busy executives and professionals realize they need assistance, but don’t know where to turn for independent, realistic advice. Stockbrokers, bankers, and mutual fund sales people compete to sell products, while managers of trendy hedge funds try to shoehorn investors into exotic financial strategies that may not be appropriate. Ensemble was formed to help resolve this dilemma. We are a modern investment management firm with an old-fashioned ethic: we treat each client as if he or she were our only client. We work with our clients on an individual, customized basis to help them achieve financial objectives and realize lifelong dreams.

Our Commitment

Our commitment to personal service starts with the very first meeting. We take the time to fully understand our clients’ financial objectives and help them prioritize conflicting demands. We address such issues as risk tolerance, tax implications, investment time horizons, current income needs, and philanthropic goals. We then develop a customized investment portfolio designed to achieve multiple financial goals within comfortable risk parameters. We select the most appropriate securities and monitor each portfolio on a daily basis – for one very reasonable, asset-based fee. Ensemble does not receive commissions from brokerage firms, mutual funds or insurance companies. We are committed to providing the highest level of unbiased counsel and to building long-term relationships based on integrity and trust.