Client Service

Personal attention is at the heart of Ensemble’s business. As a high service, relationship-driven firm, we ensure that clients always have direct access to our principals. We understand the importance of prompt and clear communications, enjoy interacting with our clients, and encourage frequent contact and inquiries. Many of our clients turn to us for advice on all aspects of their financial life. When you become a client of Ensemble Capital, you are initiating a long-term relationship with a trusted advisor.

Meetings and Reports

We meet with our clients as often as they like to review their financial situations, and speak with them frequently about their holdings. Client portfolios are domiciled at Charles Schwab, which provides comprehensive, accurate monthly statements. We supplement those statements with our own detailed quarterly portfolio reports. Upon request, we also provide additional information to clients and their tax advisors, such as statements of realized and unrealized gains and losses, or positions listed by taxable lots.

Collaboration

We believe that we best serve our clients’ interests when we work closely with their other advisors. With our clients’ permission, we reach out to their other advisors such as accountants, lawyers and estate planners. From minimizing taxes to maximizing our clients’ personal wealth or their philanthropic capacity, we believe that the best results come from collaborating with other professionals.