Why Ashbridge - Customization, Flexibility, Attention

"Customization, flexibility and strict attention to our client's needs are ingrained in the culture of Ashbridge."

Whether it is asset allocation, manager mix or consolidated reporting, every service and the mix of services we provide is catered to the unique needs of each individual client and provided with a level of attention to client service not found elsewhere.

Client Service

Whether dealing with Ashbridge principals or administrative personnel, we feel that the better we know you, the better we can meet our commitment to providing the most complete and personalized service available. Because of the size of our organization, we are able to provide personalized services that are not available at other institutions.

The advisor to client ratio of Ashbridge is purposely maintained at a very low level, a maximum of 15 clients per advisor, to ensure that each client receives the highest level of attention. This ratio is strictly maintained by staffing properly but also by managing the growth of our client base by screening new client opportunities to ensure that they mesh well with our culture and investment philosophy. The highly personal interaction this creates provides us with unique insights into the needs of our clients and provides us with the constant feedback we require to ensure that all their personal and investment objectives are met.

In addition to providing personalized investment planning and wealth advisory services, Ashbridge provides comprehensive administrative services. Each client is assigned a dedicated administrative contact. This administrator is well versed in the mechanics of the client's portfolio as well as the unique administrative needs of the wealthy investor.

Customized Portfolios

We do not put clients into predetermined portfolio models. Rather, each client portfolio is customized to meet the client's risk vs. reward objectives. No two portfolios we develop are exactly alike. Portfolios are optimized after fees and taxes and then stress tested for varying market conditions. All this is undertaken to ensure that each client's situation is addressed specifically.

Customized Reporting

We have flexible reporting capabilities that provide all client account information in a consolidated fashion designed to meet each client's unique needs. It is our goal to provide this reporting in a manner that is comprehensive but also easy for the reader to use in evaluating the performance of their portfolio.

Service Mix Flexibility

Not all clients require our full investment advisory service. In response we cater the mix of services to the unique needs of the client. Whether this requires a stand-alone reporting assignment or the monitoring of assets not under our supervision or some other unique assignment, we are prepared to craft a mix of services that is responsive to the client’s needs.

Pricing Flexibility

Depending on the desires of the client and upon the underlying services provided, we price our services under a variety of different models. While pricing using a percentage of assets under management is the most common form of pricing used we often price our services using a retainer based fee or a combination of these methods.

Overview / A Family Serving Families / Private Ownership / Alignment of Interests / One Location / Customization, Flexibility, Attention