Capital Management
Anfield Capital Management specializes in understanding the unique goals and requirements of each client and providing a customized investment management advice responsive to their needs. We were created to bring the institutional approach to asset management to the high net worth private investor. We employ a long-term rigorous approach to:
- Client needs assessment
- Strategic financial planning
- Asset class modeling
- Asset allocation
- Portfolio optimization
- Risk control
- Performance measurement and reporting
Anfield’s private clients benefit from 15 years of experience working with the very largest and most sophisticated institutional investors in the world. The philosophy and process was learned in the highly successful PIMCO organization at the side of world renowned investors including Bill Gross, Mohammed El-Erian and Paul McCulley
At Anfield, we believe the only way to gain a truly comprehensive understanding of our clients is through a regular dialogue and collaboration on all matters financial. We encourage regular in-person client meetings to review progress towards goals and to identify any changes or new developments. From this simple, but regular effort to take stock of each client’s overall financial condition, we often identify needs or opportunities to improve upon estate planning, risk management sufficiency, tax planning & strategy, etc. Armed with new insights, we then share our findings with your Professional Advisors, fostering collaboration towards the goal maximizing the benefit to you.
In addition to any or all of our core Net Worth Optimization services, Family Offices clients may select from an extended list of business, financial, consultative, and lifestyle (including concierge) services. These services include, but are not limited to:
- Financial Statement Preparation
- Document & Record Manangement
- Trust Administration
- Succession Planning
- Insurance Management
- Estate Planning
- Philanthropic Management/Planning
- Supervision of Physical Assets