Wealth management for families who measure success in decades.
Ashlar Capital Partners is an independent, fee-only fiduciary firm managing $4.2 billion for 1,800 families, business owners and institutions. We build portfolios that are deliberately uneventful, and plans that hold up when life is not.
- $4.2Bassets under advisement
- 1,800+client households in 31 states
- 2009founded in New York, employee-owned since
- Fee-onlyno commissions, no proprietary products
Firm figures as of June 30, 2026.
One relationship for everything your wealth touches
Most clients come to us with an investment account, a CPA, an attorney and no one holding the whole picture. We hold it.
All servicesPrivate wealth management
A single advisory team for investments, planning, tax and estate coordination. One written plan, reviewed with you every quarter, revised when your life changes rather than when the market does.
How the relationship worksInvestment management
Globally diversified portfolios built from low-cost core holdings, direct indexing in taxable accounts and, for qualified purchasers, a measured allocation to private markets. Tax-aware by default, not on request.
Our investment approachPlanning, tax and estate strategy
Cash flow, retirement, equity compensation, charitable giving and legacy design, coordinated with your CPA and attorney instead of in spite of them.
Planning servicesBusiness owners and institutions
Exit planning, QSBS analysis and corporate retirement plans for owners. Outsourced chief investment officer services for endowments, foundations and family offices.
Owners and institutions
How we invest
Our portfolios are designed to be boring for a reason. The interesting part of investing is the part that costs money.
Read the case for boring- Cost is the only input we control with certainty.Every basis point of fund expense, trading cost and avoidable tax compounds against you for as long as you own the portfolio. We treat cost as a first-order decision.
- Diversify globally. Concentrate deliberately.Core portfolios hold thousands of securities across every developed and emerging market. Concentration is allowed only when you have chosen it, sized it and understand what it can cost.
- Rebalance by rule, not by mood.Each portfolio has written target ranges. When markets push an allocation outside its range, we trade it back. Headlines do not enter the process.
- Every trade is a tax decision.Asset location, lot selection, loss harvesting and gain deferral are built into the way we manage taxable accounts, because after-tax return is the only return you get to keep.
Balanced Growth model, 65/35
- U.S. equity42%
- International developed equity16%
- Emerging markets equity7%
- Core investment-grade bonds23%
- Inflation-protected bonds6%
- Real assets4%
- Cash reserve2%
Target weights for one of seven model portfolios. Your allocation is set by your plan, your tax picture and your tolerance for decline, not by a questionnaire alone.
Recent insights
Written by the people who manage the portfolios, not a marketing department.
All insights- Investing
The case for boring: why our core portfolios rarely change
Turnover, tactical shifts and the quiet cost of doing something. What actually changes in an Ashlar portfolio in a given year, and what never does.
- Tax and planning
Roth conversions in a low-income year: a practical guide
A sabbatical, an early retirement or a down year in the business can be the best tax planning window you will ever get. How to size a conversion and what to watch.