A complete list of active advisors currently associated with Marshfield Associates

Warmer can help you find a great advisor at Marshfield Associates or one who fits your needs even better.

Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a mix of institutional and individual clients. Its client base includes high‑net‑worth individuals and, unusually for firms of this size, state and municipal government entities, investment companies, and sovereign wealth funds; services are delivered through separately managed accounts, wrap‑fee and model portfolio programs, and a 1940 Act mutual fund. Marshfield is a long‑only value investor running a concentrated Core Value Equity Strategy that typically holds about 16–20 stocks and an optional Balanced Strategy that adds fixed income; the firm emphasizes quality, conservative intrinsic value estimates, and a strict margin‑of‑safety buy discipline and is willing to hold substantial cash while waiting for target prices. Research is conducted in‑house by a seven‑member team (six analysts and one economist) with four principals as voting members, and trades for new positions may be executed over days, weeks, or months; the firm will, upon specific client request, enter performance‑based fee arrangements and manages accounts side‑by‑side with its registered fund. Marshfield’s operational profile is distinctive for its high client count relative to advisory headcount — nearly 3,946 clients served by ten advisors — reflecting scale through wrap and model programs and a general practice of not tailoring advisory services to most clients. The firm also typically does not offer financial planning, a feature that is less common among peers, and combines concentrated, patient value investing with the capability to serve both large institutional investors and many retail accounts.

To learn more about the advisors currently working at Marshfield Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.