The Ashfield Principles
Ashfield’s purpose is to help more and more people experience financial well-being.
We rely on our principles to guide how we interact with each other, our clients, the communities in which we operate, and all of our other stakeholders.
These principles represent our core values, our aspirations, and our cultural language – lived and embraced by every employee at our firm.
Who We Serve
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Individuals and families
Providing choice for those investing for retirement, a new home or a child’s education.
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Financial advisors
Helping people at all income levels invest for their futures.
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Educational and corporate organizations
Working to educate more students and corporate employees to gain financial freedom.
Our Investment Principles are summed up in our I A M² mantra
Investment Goals - We start every investment by working with the
client(s) to determine the goal of the fund.
The double M of Maintaining Perspective & Minimising Cost.
Maintaining perspective means keep the portfolio in line with the
goals through continuous monitoring & innovative value-based decision. We do this at most minimal cost to the client.
I
A
2
M
A
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Asset Allocation - We select the right assets to match the goals with
reasonable risk-return expectations
M
2
A
Investment Goals - We start every investment by working with the
client(s) to determine the goal of the fund.