Ashram Capital is an investment advisory firm based in Pennsylvania that manages investment portfolios for individuals, families, trusts, estates, and business entities. Ashram Capital focuses on achieving long-term capital appreciation through equity-oriented investment strategies. Portfolios are built using a flexible approach that includes long-term growth investments, growth-oriented companies with established momentum, higher-conviction emerging opportunities, and occasionally options strategies for income generation or disciplined entry into positions. Ashram Capital makes investment decisions for client accounts without asking first, tailored to each client's specific objectives and risk tolerance. Ashram Capital does not utilize margin or leverage in client accounts, and does not provide financial planning, tax advice, or legal advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Subject to a minimum annual fee of $1,500. Fees may be negotiated on a case-by-case basis.