WC
Wern Chang
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Work Experience
May 2017 - May 2018 · 1 years
Senior Operations Associate
May 2017 - May 2018 · 1 years
Senior Investment Associate
May 2017 - Present · 7 years and 7 months
Senior Investment Associate
Mar 2016 - Apr 2017 · 1 years and 1 months
Company Details
Ensemble Capital Management, LLC is based in San Francisco, California, As of March 31, 2024, Ensemble manages about $1.8 billion of private client and institutional assets. The firm offers private wealth management, customized portfolio management and philanthropic solutions with unparalleled client service. Ensemble Capital is a Certified B Corporation. Ensemble Capital is a fiduciary investment manager. We are paid to deliver objective advice. Our client service model is based on the idea that complexity should always be minimized. Our clients feel that they have a clear understanding of their current financial situation and future objectives which leads them to make superior financial decisions. We use a common-sense approach to discovering intrinsically valuable companies. We believe the best approach to investing in the stock market is based on identifying strong businesses, evaluating what these companies are worth and then buying the stock of these companies when they are priced at a discount to their intrinsic value. The attraction of this approach is based on the timeless nature of its applicability.
Year Founded
1997
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
555 Mission St Suite 3325 San Francisco, California 94105, US
Keywords
Investment ManagementWealth ManagementPhilanthropyAsset ManagementB Corp
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