Our story
A firm built for one thing.
In 1998, our founder left a large private bank because he believed families deserved better — a single team managing their wealth with total transparency, not a product factory. Twenty-eight years later, that belief still drives every decision we make.
Today we manage over $4.2 billion for 380 families, foundations and trusts. We have no proprietary products, no sales targets, no incentive to recommend anything other than what is genuinely right for you.
Our team averages 22 years of experience. Many of us have worked together for over a decade. We are fiduciaries in law and in practice.
By the numbers
Calder & Ash, in aggregate.
Our principles
Four promises, never broken.
Fee-only, always
We earn only what you pay us directly. No commissions, no 12b-1 fees, no insurance products, no kickbacks.
Fiduciary by law
Registered investment advisers are legally bound to act in your best interest. We carry that duty seriously.
One team, one view
A single relationship manager, a single quarterly report, a single standard across every asset class.
Plain language
No jargon, no fine print, no forecasts disguised as guarantees. If you cannot understand your statement, we have failed.
Begin the conversation
Your money, finally uncomplicated.
A complimentary consultation. No fees, no forecasts disguised as guarantees — just an honest look at where you stand.