The Ashbridge Legacy: The Preservation and Expansion of Wealth

Ashbridge Investment Management is a long established multi-client family office that specializes in providing comprehensive and customized investment management and wealth advisory services. The Ashbridge open architecture service model has been employed by our founding family since 1981. Every Ashbridge client, be they a family, foundation or endowment, benefits from a level of objectivity and customized service not available elsewhere.

As part of our comprehensive investment advisory service, we work with our clients and their other professional advisors to organize and coordinate their investment affairs by defining investment objectives, setting strategic asset allocations, providing access to superior managers and conducting disciplined and proactive monitoring and reporting. For those clients requiring a more complete range of wealth advisory services, we coordinate family office services such as bookkeeping, tax planning and preparation, estate planning, family governance consulting, philanthropy and other personal requirements.

Our over 20-year track record in open architecture makes Ashbridge unique in the wealth management industry; other defining characteristics include:

A Deep Understanding of Family Wealth — The Grace family, the founders of Ashbridge, brings more than 50 years of experience in managing their own wealth to our clients. Ashbridge clients benefit from the Grace’s and our senior professionals’ knowledge of multigenerational wealth management issues and ideas generated by our access to an extensive network of substantial families and family offices.

Privately Owned — While the rest of the wealth management industry becomes increasingly corporate, Ashbridge continues to operate privately, being owned by the Grace family and employees. This keeps the focus on our clients and not larger corporate matters.

Alignment of Interests — Ashbridge does not sell products. We only do one thing: provide our clients with objective advice. To further align interests, the Grace family invests in many of the same investment managers and strategies as our clients.

One Location — While many companies look to expand by opening branches, Ashbridge remains a single office wealth management firm. This provides our clients with a consistency in service delivery and culture not found at multi-location organizations.

Customization, Flexibility and Attention — There are no investment portfolio, service or fee models into which we force clients. Ashbridge creates solutions for individual problems. Each client receives customized service and flexible pricing using asset based or retainer based fee models. Ashbridge clients receive an extraordinary level of attention from our experienced investment professionals each of whom are responsible for a small number of relationships.

Our unique position provides our clients with access to the best resources in the industry and more advantageous fee arrangements, while imparting a level of objectivity and customized service not offered by large financial institutions.