Philadelphia Wealth & Asset Management | Tower Bridge Advisors serving PA, NJ, DE, MD, DC | Greater Philadelphia Wealth and Asset Management
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  Process - Equities
pennsylvania asset management Process - Fixed Income

Investment Process

Overview
We believe strongly that individual bonds, rather than bond funds are the appropriate vehicle to implement our fixed income strategy. We buy high quality bonds, including government, municipal and high quality corporates. We believe in keeping the duration intermediate to short, and we believe in laddering maturities, particularly in today’s low interest rate environment.

We utilize our research team to understand corporate balance sheets to insure the creditworthiness of Corporate issues, and the stability of municipal entities.

 



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101 West Elm Street, Suite 355, Conshohocken, PA 19428 • Phone: 610.260.2200 Toll Free: 866.959.2200

Philadelphia Wealth & Asset Management | Tower Bridge Advisors is a national firm—states we serve include PA, NJ, DE, MD, DC | Greater Philadelphia Wealth and Asset Management