Services - Full Investment Advisory Service

"Our full investment advisory service provides the client with a comprehensive and continuous approach to wealth management."

Ashbridge has long experience in integrating an array of wealth management services together to provide "one call" convenience, coordinated management and access to world-class expertise in a variety of areas on favorable terms. Certain services are provided in-house and others - where specialized expertise is required - are outsourced to independent specialists. Each client is served by an Ashbridge client team that includes a senior investment executive assisted by a backup investment professional and a client service representative charged with implementation of all client programs.

Our full investment advisory service is the cornerstone of our service offerings. Delivered through an open architecture, manager of managers platform, this service provides each of our clients, be they an individual, family or related non-taxable client, a level of customized service not available elsewhere. In delivering our full investment advisory service, we:

• Define investment objectives and constraints
  
  
• Set strategic asset allocations optimized for after tax performance
  
  
• Outsource to superior traditional and alternative money managers with preferred access or reduced fees
  
  
• Conduct disciplined and proactive monitoring of managers and asset allocation
  
  
• Deliver customized and consolidated reporting

We believe asset allocation policy is the primary determinant of risk and reward. At Ashbridge, asset allocation is a disciplined process that starts with identification and documentation of the client's investment objectives that are then codified into a strategic asset allocation designed to optimize returns at a specified level of risk over the long-term. Objectives are further refined by income, tax and other considerations.

While the policy provides a long-term guide for asset allocation, deviations for this long-term policy are deliberately created to take advantage of market conditions. Strategic policy is tweaked with an intermediate term tactical allocation overlay that addresses shorter to intermediate term judgment reflecting current market conditions.

To fulfill our asset allocations, best of breed independent managers are selected from a broad array of traditional and alternative strategies in accordance with the individual requirements of the investor. Monitoring these managers once selected is most important. Our managers are closely controlled. They are benchmarked on a monthly basis and all are subject to a detailed quarterly interview. The focus on monitoring is to identify manager issues, both quantitative and qualitative, before performance is negatively impacted.

Reporting on client accounts is customized, aggregated and focused. Our reports are structured to address each client's specific requirements and interests. A customized quarterly letter that addresses all important issues accompanies each client report. The letter provides a roadmap for approval and implementation of changes to the portfolio.

For full details on the process surrounding this service, please visit the "Our Process" section of this website.

Full Investment Advisory Service / Wealth Management Services / Family Office Services