Services - Wealth Management Services

"We use our expertise to design a service offering that addresses each client's specific needs."

We recognize the complexity of many clients' existing investment strategies and the fact that transition to the full Ashbridge program may not be required. Our other wealth management services have been designed to give clients access to certain elements of Ashbridge's full investment program as required.

Customized Reporting Services - Flexible portfolio reporting services are generally not available to the individual investor through their trust bank, broker or accountant. Complex families require an aggregated view of assets to enable the proper management of investment affairs. In response to this need, Ashbridge provides customized reporting services on a stand-alone basis. Ashbridge draws on its long experience in providing customized reporting to the Grace family and to investment clients, to structure a report that addresses the specific requirements of each client.

Reports can be consolidated on various levels in the manner most appropriate for each entity or investor level. This is a top priority for complex families. Reporting can be aggregated across supervised or unsupervised assets so as to present an overall picture and to provide coordination between various accounts managed by different financial institutions. Performance is benchmarked against relevant indices and peer groups and presented on a pre-fee, post-fee and after tax basis as required by the client. Quarterly tax information is also provided to the client. We endeavor to provide reporting that is organized and presented in a manner that fosters heightened awareness of the investment issues that are most important to the client.

Fiduciary/Beneficiary Advisory Services - Ashbridge has developed a practice of working with investors or trust beneficiaries and their families for the purpose of promoting better understanding among themselves, their trustees and advisors. It is most usually delivered in conjunction with our reporting service. These services are especially useful to families with multiple trust or investment relationships and are dedicated to better understanding of investment policy and portfolio strategies, avoiding duplication of holdings (and the risk of wash sales), increasing the advisors accountability and expediting the implementation of investment decisions. In this program we are often asked to coordinate investment policy with estate planning and develop strategies for low basis stock holdings.

Diversified Funds - In certain asset classes, broad diversification is required and high barriers to access exist. In response, Ashbridge builds and manages multi-manager vehicles to provide access for smaller accounts and broad diversification in less liquid strategies. We currently manage four funds, each covering one of the following asset classes: US small cap equities, international equities, global long/short hedged equity, and absolute return strategies. All four provide for minimum investments at extremely favorable levels. All managers in the funds are Ashbridge approved and monitored and are used by Ashbridge for direct allocations as well. Many of these managers are closed to other investors. Full service clients receive fee rates equivalent to their overall Ashbridge fee so as to maintain our objectivity.

Evaluation of Existing Portfolios - Ashbridge works with investors, trustees or other advisors to review existing investment programs. Such reviews are undertaken to confirm investment strategy, benchmark historical returns, measure portfolio risk and reward potential and evaluate investment managers in place. In addition, we review asset allocation and gauge tax efficiency.

Hedging and Monetizing Solutions - Ashbridge creates strategies to manage concentrated stock positions. This program is particularly relevant to diversifying low basis or otherwise illiquid positions and managing overall portfolio risk. We are often led to design strategies to diversify such holdings and to create a portfolio allocation structure that builds around such holdings. Sophisticated hedging and monetizing strategies are created to control the risk inherent in the concentration or to hedge and monetize to achieve diversification goals in a tax efficient manner. Hedging and monetizing services can be provided to holders of single stock positions, baskets of concentrated stock holdings or restricted stock.

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