Our Philosophy - Our Model

"We strategically outsource certain functions while maintaining others in-house to maximize benefits to the client."

In-house and Outsourced Services

The Ashbridge model combines in-house and outsourced functions. By outsourcing the services we do, our clients gain access to best in breed providers of a variety of financial services. This allows us to focus on what we do best: developing and coordinating our clients' investment affairs.

 

Economies of Scale

Economies of scale available through Ashbridge ensure clients the highest level of service and portfolio performance within a competitive cost structure:

  • We have negotiated preferential account minimums and management fees from portfolio managers, as well as favorable custody arrangements and brokerage commissions.

  • We ask investment managers and custodians to aggregate all assets under their management for fee purposes.

  • We charge a management fee that is partly amortized by savings we achieve for our clients based on our purchasing power and our stature in the investment community.

  • Because of the size of assets under management, we are given access to many desirable investment managers and strategies that are otherwise closed to investment.

Investment Approach / Investment Committee / Our Model / Confidentiality / Teamwork / Risk Management / Tax Management