SETCHFIELD ASSET MANAGEMENT

Overview

Setchfield Asset Management is a fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family clients, and it charges advisory fees as a percentage of assets under management. Since registering with the SEC in 2019, the firm has built a strategy centered on public mutual funds as the core sleeve of client portfolios while supplementing those holdings with alternatives sourced through external managers. Investment activity is predominantly discretionary, with the firm allocating to diversified mutual fund strategies for broad market exposure and using third-party fund managers to access less liquid or specialized markets. Setchfield does not position itself as an active ESG investor and does not act as a large capital allocator; instead it blends conventional long-only public fund exposures with targeted alternative allocations intended to enhance return potential and diversify risk.

Assets & Accounts

Investments & Alternatives

Location & Offices