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Prior to joining Ashbridge, David Holtzman, a CFA, CFP(C), and CTFA, was Chief Investment Officer, Chief Operating Officer and Principal with Signature Financial Management, a multi-client family office in Norfolk, Virginia. He previously served as a Relationship Manager in the Family Wealth Management Group at SEI Investments and Chief Investment Officer of SEI Private Trust Company. Earlier in his career, he was Senior Manager of the Asset Management and Trust Services Group of The Vanguard Group, overseeing the activities of a large group of investment managers.
Ashbridge specializes in asset allocation, manager selection and family wealth advisory services for substantial individuals, families and family offices as well as endowments and foundations. For each client, Ashbridge develops a customized asset allocation program designed to meet all client investment objectives. The asset allocation program is then implemented by providing the client access to the world's leading money managers, with expertise in over 25 styles and strategies. It selects managers after performing extensive quantitative and qualitative analysis on them. Once invested with, managers are carefully monitored using similar techniques. Communication on portfolio performance monitoring is periodically reported to the client in a customized and consolidated fashion and through regular face-to-face meetings.
Ashbridge, founded as the family office of the Grace family over 40 years ago, expanded its service in 1992 to offer its investment expertise to other high net worth investors. Today, Ashbridge is carrying forward the Grace family's legacy of preserving and expanding wealth. It continues to function as the Grace family office, serving the fifth generation of the family as well as over forty other private investors in the United States and abroad.
For information on Ashbridge Investment Management, contact Charles B. Grace, Jr. at 215-568-6610 or e-mail at email@example.com. Visit us on the web at [/embed].