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  • 10-person wealth management team, with extensive research and portfolio management experience managing individual stocks and bonds
  • Customized portfolios created to meet each client’s unique needs
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Wealth and Asset Management for You

Independent

As an employee-owned firm, we are guided by one principal–doing what is in the best interest of the clients. Our portfolios are customized for each client’s needs, with complete transparency as to the individual stocks and bonds we manage in their accounts.

Experienced

Our extensive experience in the investment industry means that we have seen up markets, down markets and everything in between. That private wealth management experience provides us with the perspective to manage each client’s portfolio consistent with their particular needs, regardless of the market conditions.

Client Focused

The process of working with a client starts with a thorough understanding of their life goals, their risk tolerance and their need for growth and income. Understanding a client’s needs is an ongoing process. We ensure that changing needs and goals are taken into account when revisiting each client’s financial plan every year.

WEALTH AND ASSET MANAGEMENT TEAM

The Tower Bridge Difference

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality wealth management advice alongside outstanding client service. As a registered investment advisor, we manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser-like focus on our clients’ needs. Our wealth advisors each have, on average, more than 25 years’ experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client’s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution truly customized for each client.
Our rigorous investment process results in a customized asset allocation for each client. Each client’s portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client’s requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in-person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

Economic Update

April 2023 Webinar - Banks, the Economy and Valuation

April 2023 Economic Update – The Banks, The Economy and Valuation

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses three key topics impacting investors – Banks, the Economy and Valuation. Please watch as Jim provides some perspective on these topics and gives investors some sense of how to position portfolios for what lies ahead.

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Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

November 18, 2024 – The honeymoon is over. Now comes the task of translating campaign promises into reality. To date, we have not seen Trump’s economic nominees but they are less likely to be as controversial as a few announced last week. But the economic future will depend less on Cabinet appointments and more on initial Executive Orders and Congressional actions. Tariffs and less immigration will be headwinds; less regulation and more M&A activity will be offsetting positives. The keys will be the 10-year Treasury yield and steps to keep the deficit within acceptable limits.

The Trump honeymoon last week gave way to a more sobering evaluation of both the current economic environment and what the economic impact of the new Trump administration might look…

November 18, 2024 – The honeymoon is over. Now comes the task of translating campaign promises into reality. To date, we have not seen Trump’s economic nominees but they are less likely to be as controversial as a few announced last week. But the economic future will depend less on Cabinet appointments and more on initial Executive Orders and Congressional actions. Tariffs and less immigration will be headwinds; less regulation and more M&A activity will be offsetting positives. The keys will be the 10-year Treasury yield and steps to keep the deficit within acceptable limits.Read More

November 14, 2024 – Top Google searches for gifts for this year’s holiday season have been: turntables (also known as record players), bean bag chairs and ice cream makers. This seems like a throwback to an earlier time. Market bulls have been focused on a combination of seasonality, an election relief rally, stock buybacks, and positive macroeconomic surprises. Bears have been focused on higher mortgage rates, stickier inflation, potential new fiscal and regulatory policies, and stretched valuations. As it has been said though, you cannot drive a car forward very well by looking in the rearview mirror.

Nostalgia may be evident in gift buying this holiday season, though previous market winners from the first half of this year have not been the winners of the second half.…

November 14, 2024 – Top Google searches for gifts for this year’s holiday season have been: turntables (also known as record players), bean bag chairs and ice cream makers. This seems like a throwback to an earlier time. Market bulls have been focused on a combination of seasonality, an election relief rally, stock buybacks, and positive macroeconomic surprises. Bears have been focused on higher mortgage rates, stickier inflation, potential new fiscal and regulatory policies, and stretched valuations. As it has been said though, you cannot drive a car forward very well by looking in the rearview mirror.Read More

November 11, 2024 – Markets are celebrating a Trump victory. Voters enthusiastically embraced more economic freedom and less regulation. Tariffs and deportations are headwinds depending on the pace of both. Right now, markets are ignoring the risks and probably will continue to do so through year end. History shows that initial post-election euphoria doesn’t always translate into cloud-free reality. The best tactic for now is to maintain one’s asset allocation keeping an eye on how implementation of Trump’s agenda matches today’s optimism.

Prior to the Presidential election 23 Nobel Laureates for Economics collectively stated that Trump’s economic agenda would be bad for the economy. Obviously, markets since the election have disagreed. Today,…

November 11, 2024 – Markets are celebrating a Trump victory. Voters enthusiastically embraced more economic freedom and less regulation. Tariffs and deportations are headwinds depending on the pace of both. Right now, markets are ignoring the risks and probably will continue to do so through year end. History shows that initial post-election euphoria doesn’t always translate into cloud-free reality. The best tactic for now is to maintain one’s asset allocation keeping an eye on how implementation of Trump’s agenda matches today’s optimism.Read More

November 6, 2024 – With Donald Trump winning a close election, markets are reacting quickly. Are they overreacting? Are we entering a golden age for equity investors? We offer our comments below. Simplistically, markets like higher earnings and lower cost of capital. Less regulation feeds entrepreneurial juices. The obvious was partially discounted going into election night. Overnight futures suggest a strong follow through. But the devil is always in the details. Some campaign promises might be executed; others might not. Read on.

To start, the message from both financial markets and the public was clear. As we note repeatedly, financial markets have no emotion. They care about earnings, interest rates and the…

November 6, 2024 – With Donald Trump winning a close election, markets are reacting quickly. Are they overreacting? Are we entering a golden age for equity investors? We offer our comments below. Simplistically, markets like higher earnings and lower cost of capital. Less regulation feeds entrepreneurial juices. The obvious was partially discounted going into election night. Overnight futures suggest a strong follow through. But the devil is always in the details. Some campaign promises might be executed; others might not. Read on.Read More

November 4, 2024 – The election is tomorrow. By the end of the day today, probably half or more of voters will have already cast their ballots. But the real determinant of markets over the next year will be actions taken by the Federal Reserve. They may be the headwinds to inflationary pressures created, should the next President pursue only a fraction of his or her campaign promises. Growth may be forthcoming but so might higher long-term interest rates.

We’re finally at the moment of truth, the Presidential election. For those of us in Pennsylvania it will also mark the end of the endless barrage of distorted ads that…

November 4, 2024 – The election is tomorrow. By the end of the day today, probably half or more of voters will have already cast their ballots. But the real determinant of markets over the next year will be actions taken by the Federal Reserve. They may be the headwinds to inflationary pressures created, should the next President pursue only a fraction of his or her campaign promises. Growth may be forthcoming but so might higher long-term interest rates.Read More

October 31, 2024 – During this season of Halloween, it seems appropriate that we have been experiencing a Jekyll and Hyde economy and stock market this year. The consumer has been resilient while the industrial economy has been relatively weak. The Federal Reserve began lowering interest rates in September, though mortgage rates and home prices have been moving higher. We had a 10% stock market correction scare in October, but third quarter market returns were generally positive. Bumps in the night are normal in markets, and economic growth scares are typical. So far earnings have been mixed, but markets have been trending higher going into the election.

The Strange Case of Jekyll and Hyde Most are familiar with the novel by the Scottish writer Robert Louis Stevenson, “The Strange Case of Dr. Jekyll and Mr. Hyde.” Dr.…

October 31, 2024 – During this season of Halloween, it seems appropriate that we have been experiencing a Jekyll and Hyde economy and stock market this year. The consumer has been resilient while the industrial economy has been relatively weak. The Federal Reserve began lowering interest rates in September, though mortgage rates and home prices have been moving higher. We had a 10% stock market correction scare in October, but third quarter market returns were generally positive. Bumps in the night are normal in markets, and economic growth scares are typical. So far earnings have been mixed, but markets have been trending higher going into the election.Read More

October 24, 2024 – While the “Magnificent 7” tech companies are expected to drive significant earnings growth in the S&P 500, some lower-than-expected earnings surprises and downward revisions in certain sectors have led to a modest projected growth of 3.4% for Q3 2024. Despite this, positive long-term earnings forecasts and current market highs suggest investor confidence. Yet, concerns remain about the potential for low future returns, especially considering rising interest rates and the ballooning national debt. Ultimately, navigating this market environment requires prudent investment strategies that acknowledge these risks and the potential for a “Minsky moment” triggered by a loss of investor confidence in U.S. debt.

Earnings season prelude The “Magnificent 7” – a group of dominant tech companies – have been major drivers of S&P 500 earnings growth in recent times. Once again, they are…

October 24, 2024 – While the “Magnificent 7” tech companies are expected to drive significant earnings growth in the S&P 500, some lower-than-expected earnings surprises and downward revisions in certain sectors have led to a modest projected growth of 3.4% for Q3 2024. Despite this, positive long-term earnings forecasts and current market highs suggest investor confidence. Yet, concerns remain about the potential for low future returns, especially considering rising interest rates and the ballooning national debt. Ultimately, navigating this market environment requires prudent investment strategies that acknowledge these risks and the potential for a “Minsky moment” triggered by a loss of investor confidence in U.S. debt.Read More

October 21, 2024 – China was the world’s primary growth engine from the late 1970s until the start of this decade. No more. A combination of poor policy, overbuilding, too much debt, and leadership whose goals are more political than economic has resulted in lower growth rates and declining population. While short-term efforts to reverse trends might help in the short run, they don’t solve core issues. As China’s economic growth rate falls, the headwind to world GDP growth will get stronger.

The fourth quarter is historically the strongest for equities and this year’s Q4 is starting off in sympathy to historic trends. Banks got earnings season off to a strong start.…

October 21, 2024 – China was the world’s primary growth engine from the late 1970s until the start of this decade. No more. A combination of poor policy, overbuilding, too much debt, and leadership whose goals are more political than economic has resulted in lower growth rates and declining population. While short-term efforts to reverse trends might help in the short run, they don’t solve core issues. As China’s economic growth rate falls, the headwind to world GDP growth will get stronger.Read More

October 17, 2024 – A Dutch semiconductor equipment company spooked investors this week after it accidentally published a disappointing financial outlook a day earlier than scheduled. Meanwhile, several financial firms reported better than expected earnings this past week, noting steady consumer spending and a pickup in dealmaking activity. So far in October, the path of least resistance for markets has been higher.

Technology Hits Turbulence Shares of ASML#, which manufactures equipment used to make advanced semiconductors, including the processors used to power artificial intelligence, sank 6% Wednesday. The stock had plunged 16%…

October 17, 2024 – A Dutch semiconductor equipment company spooked investors this week after it accidentally published a disappointing financial outlook a day earlier than scheduled. Meanwhile, several financial firms reported better than expected earnings this past week, noting steady consumer spending and a pickup in dealmaking activity. So far in October, the path of least resistance for markets has been higher.Read More

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