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 $100+ million, Ensemble offers a high level of personalized service to individuals, families, trusts, foundations and nonprofits.
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
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
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.
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
Ensemble Capital Management has emerged as a leading investment advisory and wealth management firm in the San Francisco Bay Area and nationwide.
Today, we manage approximately $880 million on behalf of over 190 families in 26 different states and internationally. About a quarter of our clients have at least one philanthropic account under our management.
Making a social impact is long embedded in Ensemble Capital’s history and services. Our president, Sean Stannard-Stockton, is well known in the philanthropic community for the popular Tactical Philanthropy blog he authored from 2006 to 2012 as well as his regular columns in the Financial Times and Chronicle of Philanthropy. Many Ensemble employees reflect the same passion and serve or have served on nonprofit boards and actively participate with local, national, and international nonprofit organizations.
Ensemble Capital has a formal commitment to amplify our own philanthropic initiatives as a firm through three distinct and impactful programs:
We seek to deeply understand our philanthropic clients’ missions and visions. We direct a portion of our firm’s charitable budget toward the initiatives of our nonprofit clients and the grantees of our philanthropic clients.
We cultivate group learning around effective philanthropy. We commit 5% of net revenue from the Ensemble Fund to a high impact charitable organization selected annually by an internal committee based on a multi-step research process.
We encourage our employees to engage with their community around their own individual causes. Ensemble Capital matches donations to 501(c)(3) non-profit organizations aligned with our employees’ personal passions.
