ENSEMBLE CAPITAL MANAGEMENT
IS AN INVESTMENT MANAGEMENT FIRM
WHOSE INTERESTS ALIGN WITH YOURS.

We offer CUSTOMIZED PORTFOLIO MANAGEMENT SERVICES,
FEE-ONLY OBJECTIVE ADVICE and UNPARALLELED CLIENT SERVICE.

Ensemble Capital Management builds focused investment portfolios to help you preserve your success and enhance your future.

Serving clients with assets ranging from about $2 million to over $65 million, Ensemble offers a high level of personalized service to individuals, families, trusts, foundations and nonprofits.

Investment Management

We believe that a LONG-TERM PERSPECTIVE is an investment advantage.

We believe that exceptional investment returns are based on superior original research and the willingness to think independently rather than follow the crowd. Our investment philosophy is rooted in the idea that stocks and bonds represent a claim on future cash flow and are not simply trading vehicles. Our deep fundamental research is designed to identify outstanding companies, whose future prospects are not fully appreciated by the market. We build focused portfolios of these investment opportunities with the intent to hold them for multi- year periods so that we can participate in what we believe will be their superior corporate performance.

We build personalized portfolios for each client, matching investments to a client’s goals, objectives and tolerance for volatility. Unlike many financial advisory firms that invest their clients’ assets in mutual funds or an in-house model portfolio, we invest in individual stocks and bonds that we deem most attractive for each client.We charge a simple investment management fee based on a percentage of your assets under our management. This investment management fee is the only fee we charge and we accept no commissions or other payments from third parties.

Learn more about our approach to INVESTMENT MANAGEMENT

  • superior original research
  • think independently
  • identify outstanding companies
  • focused portfolios
  • superior corporate performance
Wealth Management Services

We offer a COMPREHENSIVE RANGE of SUPERIOR WEALTH MANAGEMENT SERVICES.

To meet their unique financial needs, our team of experts provides a diverse range of services with a primary focus on efficiency. Our financial recommendations always integrate with your desired lifestyle to solve your financial goals. Our unparalleled client service, independent advice and experience make our recommendations simple and effective to implement.

Learn more about our WEALTH MANAGEMENT SERVICES

Philanthropic Planning

We have long had a SPECIAL FOCUS on serving PHILANTHROPIC CLIENTS.

Approximately one quarter of our assets under management are held in private foundations, nonprofit endowments, charitable trusts and other philanthropic accounts.We work with both established philanthropic entities as well as help major donors design and implement philanthropic plans. We have a deep understanding of investment considerations relevant to these types of accounts as well as a sincere appreciation of the charitable impulse that drives philanthropic giving.

ensemble assets
private foundations
nonprofit endowments
charitable trusts
other philanthropic accounts

Sean Stannard-Stockton, a partner and our director of investments, is well known in the philanthropic community for his popular Tactical Philanthropy blog that he authored from 2006 to 2011 as well as his regular columns in the Financial Times and Chronicle of Philanthropy. At Ensemble Capital we offer a philanthropic planning service that focuses on helping donors make the most difference with their charitable dollars. Our philanthropic planning services are available to all clients for no additional fee.

Learn more about our PHILANTHROPIC PLANNING SERVICES

Our Team

Whenever you have a question, a goal, or a new vision of your
financial future, Ensemble’s team of specialists is ready to assist. Contact any of us and we will provide you with whatever you seek.

Sean Stannard-Stockton, CFA

President & Chief Investment Officer

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Ludo Thomasson, CFP®

Director of Wealth Management

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Matt Pearson

Chief Operating Officer & CCO

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Curtis H. Brown

Founder

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Arif Karim, CFA

Senior Investment Analyst

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Paul Perrino, CFA

Portfolio Manager

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Martin Jaksa

Operations Manager

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Cathy Stannard-Stockton

Director of Business Operations

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Wern Cheen Chang

Investment Associate

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Cliff Cheng

Investment Associate

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Jennifer Hays

Executive Assistant

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Sean Stannard-Stockton, CFA

President & Chief Investment Officer

Read Bio

Ludo Thomasson, CFP®

Director of Wealth Management

Read Bio

Matt Pearson

Chief Operating Officer & CCO

Read Bio

Curtis H. Brown

Founder

Read Bio

Arif Karim, CFA

Senior Investment Analyst

Read Bio

Paul Perrino, CFA

Portfolio Manager

Read Bio

Martin Jaksa

Operations Manager

Read Bio

Cathy Stannard-Stockton

Director of Business Operations

Read Bio

Wern Cheen Chang

Investment Associate

Read Bio

Cliff Cheng

Investment Associate

Read Bio

Jennifer Hays

Executive Assistant

Read Bio
Firm History

We are well into our SECOND DECADE of INVESTMENT MANAGEMENT
with a SOLID HISTORY of SUPERIOR PERFORMANCE.

1997
After three decades working in the financial markets, Curt Brown founds Curtis Brown & Company in San Francisco. His desire is to form an independent firm, structured to serve clients in a clear and transparent manner. The business model is designed to remove the many conflicts of interest that plague so many financial services firms.
2001
Curtis Brown & Company moves from San Francisco to Burlingame, located midway between San Francisco and Silicon Valley.
2004
Sean Stannard-Stockton becomes a partner in the company, which is renamed Ensemble Capital Management.
2006
Ensemble Capital launches our philanthropic planning services and begins to attract private foundations, charitable trusts and major donors to our growing client base.
2008
Matt Pearson joins Ensemble Capital to manage operations.
2011
Matt Pearson becomes a partner in Ensemble Capital and the company moves into larger offices.
2014
Ludo Thomasson, CFP®, joins Ensemble Capital to manage the Wealth Planning services.
2015
Sean Stannard-Stockton becomes President and CIO. Ludo Thomasson becomes partner.
Today

Ensemble Capital Management has emerged as a leading investment advisory in San Francisco Bay Area and nationwide.

Today we manage approximately $540 million on behalf of 130 households in 15 different states and internationally. About a quarter of our managed assets are held by philanthropic entities.

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