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Ashbridge Investment Management is a long established multi-client family office specialized in delivering investment management and comprehensive wealth advisory services. Our open architecture service model, has been employed by the founding family for over 20 years and affords each of our clients - be they an individual, family or non-taxable client - 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 define investment objectives, set strategic asset allocations, provide access to superior managers and conduct disciplined and proactive monitoring and reporting.

When unique investment issues exist, we develop a set of customized wealth management services to specifically meet the client's requirements. Whether a special reporting solution is required, the client requires assistance in managing multiple investment relationships or other issues exist, we have the experience to help.

For those investors requiring a more complete range of services, we offer or coordinate family office services such as bookkeeping, tax planning and preparation, estate planning, family governance consulting, philanthropy and other personal requirements.

Our size and experience allow us to provide our clients with access to the best resources in the industry and more advantageous fee arrangements, while also imparting a level of objectivity and customized service not offered by large financial institutions.

History

More than forty years ago the Ashbridge Corporation was founded by prominent Philadelphian and industrialist Charles B. Grace, Sr. to serve the financial management needs of his family. In 1981, the Grace family office began delegating security selection to outside investment managers while still maintaining responsibility for asset allocation and monitoring of investment performance in-house.

The success of this model for the Grace family led to the formation in 1992 of Ashbridge Investment Management. Ashbridge Investment Management offers Ashbridge Corporation's investment services to a small group of substantial individuals, families and their related non-profit entities. The Grace family is actively involved in the operation of the firm. Today Ashbridge Investment Management carries forward the Grace family's legacy of preserving and expanding wealth. As a registered investment advisor, we supervise over $1 billion of assets in customized portfolios for outside private investors. We continue to function as the Grace family office, serving the fifth generation of the family, as well as other investors in the United States and abroad.

Distinguishing Characteristics

1. Holistic Approach to Investment Consulting — Our investment approach incorporates such factors as a client's personal objectives, budgets, tax circumstances, and risk tolerances into the planning process. We meet with other members of the client’s professional team to ensure that tax, estate, budget, philanthropy and other considerations are incorporated into the planning process resulting in the development and implementation of a more precise and comprehensive investment plan.
2. Track Record — The firm has a superior demonstrable 25 year track record of managing wealth for the Grace family and clients under an open architecture, manager of managers model.
3. Privately Owned by Family and Employees — Because Ashbridge is non-corporate we can take a longer-term business view that is not always taken by larger non-private organizations.
4. A Family Servicing Families — Ashbridge brings over 50 years of the Grace family’s experience to bear when dealing with client issues. We have access to a wide family network built up through years of dealing with the Grace family’s and our clients’ wealth management issues. This network affords our clients access to resources and ideas for which many companies would not otherwise have access to.
5. Alignment of Interests — The Grace family invests in many of the same managers and strategies as our clients. In addition, we receive all our fees from providing advice to clients. We do not sell products.
6. One Location — Having our entire organization at one location ensures a consistency in service delivery and culture not found at multi-location organizations.
7. Level of Customization — Whether it is asset allocation, manager mix or consolidated reporting, every service we provide is catered to the unique needs of each individual client. No client portfolio, manager mix or reporting package is the same.
8. Level of Attention — 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.
9. Coordination — We coordinate family office services such as bookkeeping, tax planning and preparation, estate planning, philanthropy and other personal requirements for our clients to ensure continuity with the investment plan that has been put in place.

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