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  • Founded in 2001 with a singular focus on providing exceptional wealth and asset management services to individuals, families and select institutions
  • Employee-owned, which ensures our incentives are aligned with our clients
  • 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
  • Commitment to outstanding client service

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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

February 6, 2025 – Six more weeks of winter are apparently in store as Groundhog Punxsutawney Phil saw his shadow this past week. While the stock market was volatile in January, the S&P500 actually ended up 2.7% for the month. All sectors except Technology posted gains. That is not a bad start to the year, and would be welcome if repeated. As in the movie Groundhog Day, however, rarely does performance repeat in exactly the same manner month to month or year to year.

Groundhog Day Groundhog Punxsutawney Phil saw his shadow this past week, which means six more weeks of winter are in store. Phil’s track record is less than a coin-flip longer…

February 6, 2025 – Six more weeks of winter are apparently in store as Groundhog Punxsutawney Phil saw his shadow this past week. While the stock market was volatile in January, the S&P500 actually ended up 2.7% for the month. All sectors except Technology posted gains. That is not a bad start to the year, and would be welcome if repeated. As in the movie Groundhog Day, however, rarely does performance repeat in exactly the same manner month to month or year to year.Read More

February 3, 2025 – Two weeks into Trump’s second term, events are evolving at rapid speed with the usual sprinkling of chaos. From an economic point of view, efforts to rein in government spending are helpful. The same might not be the case for tariffs. Aside from the happenings in Washington, Wall Street focused on a new Chinese company’s ability to develop AI models with less than the most sophisticated chips. While Wall Street was jolted by the initial news last Monday, the panic seemed to ease as more details emerged.

Warning: Last week was an unusually chaotic one, first related to a flurry of pronouncements from the White House and, second, from news that DeepSeek, a Chinese firm appeared to…

February 3, 2025 – Two weeks into Trump’s second term, events are evolving at rapid speed with the usual sprinkling of chaos. From an economic point of view, efforts to rein in government spending are helpful. The same might not be the case for tariffs. Aside from the happenings in Washington, Wall Street focused on a new Chinese company’s ability to develop AI models with less than the most sophisticated chips. While Wall Street was jolted by the initial news last Monday, the panic seemed to ease as more details emerged.Read More

January 30, 2025 – Did ChatGPT just lose its job to AI? This week, a little-know Chinese artificial intelligence company, DeepSeek, sent ripples through technology and energy related stocks. DeepSeek stated that it has created a ChatGPT-like app at a fraction of the cost and energy consumption of current offerings. It quickly became the most downloaded free app in the U.S. The Nasdaq fell more than 3% on the news and Nvidia# promptly shed 17% on Monday wiping out nearly $600 billion in value. However, consumer-related stocks, along with healthcare and financials stocks, notched solid gains. The Fed also concluded its two-day policy making meeting yesterday and noted no changes to interest rates.

Seeking Deeper Meaning in AI DeepSeek was the big story in markets this week with its low-cost, open-source AI model, sparking discussion about the extent of U.S. technology spending. It…

January 30, 2025 – Did ChatGPT just lose its job to AI? This week, a little-know Chinese artificial intelligence company, DeepSeek, sent ripples through technology and energy related stocks. DeepSeek stated that it has created a ChatGPT-like app at a fraction of the cost and energy consumption of current offerings. It quickly became the most downloaded free app in the U.S. The Nasdaq fell more than 3% on the news and Nvidia# promptly shed 17% on Monday wiping out nearly $600 billion in value. However, consumer-related stocks, along with healthcare and financials stocks, notched solid gains. The Fed also concluded its two-day policy making meeting yesterday and noted no changes to interest rates.Read More

January 27, 2025 – A flurry of Executive Orders punctuated Donald Trump’s first week in office. From an economic standpoint, the barrage did little to moderate expectations. The bond market barely budged and equity markets reacted more to earnings reports than pronouncements from Washington.

It was quite a first week for the Trump Administration. Close to 200 Executive Orders were signed impacting everything from immigration, deportation, and diversity to birthright and Federal employment. Missing…

January 27, 2025 – A flurry of Executive Orders punctuated Donald Trump’s first week in office. From an economic standpoint, the barrage did little to moderate expectations. The bond market barely budged and equity markets reacted more to earnings reports than pronouncements from Washington.Read More

January 23, 2025 – The S&P 500 is hitting all-time highs, driven by investor optimism and a business-friendly political climate. However, uncertainties remain, including high asset valuations, potential economic slowdown, and the long-term ROI of massive AI investments. While AI is driving significant innovation and market growth, a balanced approach to investing is recommended, considering macroeconomic factors like budget deficits and rising interest rates, and potential shifts in sector leadership.

Animal spirits are driving asset prices to record levels The S&P 500 hit an intraday all-time high yesterday of just over 6,100. It appears that investors and business owners are…

January 23, 2025 – The S&P 500 is hitting all-time highs, driven by investor optimism and a business-friendly political climate. However, uncertainties remain, including high asset valuations, potential economic slowdown, and the long-term ROI of massive AI investments. While AI is driving significant innovation and market growth, a balanced approach to investing is recommended, considering macroeconomic factors like budget deficits and rising interest rates, and potential shifts in sector leadership.Read More

January 21, 2025 – It was an eventful day yesterday but nothing likely to change investor perceptions, at least not immediately. Perhaps as the details from dozens of Executive Orders over the coming days become evident, that might change. But for now, steady as it goes.

Today is the first full day of the second Trump administration. Judging from early futures pricing overnight, investors either liked what they saw or were relieved that Executive Orders weren’t…

January 21, 2025 – It was an eventful day yesterday but nothing likely to change investor perceptions, at least not immediately. Perhaps as the details from dozens of Executive Orders over the coming days become evident, that might change. But for now, steady as it goes.Read More

January 16, 2025 – Alexander Hamilton, the first Treasury Secretary of the United States, was born this week in 1755 in Nevis, British West Indies. Lin-Manuel Miranda, who wrote the musical “Hamilton,” also celebrates his birthday this week. While Hamilton was a proponent of a strong Federal Government, the U.S. Government now accounts for a large and growing share of GDP, well above historical levels. On the economic front, the December CPI inflation report was slightly better than expected, and bank earnings this week have been coming in above expectations. Markets reacted favorably yesterday with the 10-year yield dropping sharply and the S&P500 gaining 1.8%, the small company Russell 2000 gaining 2% and the Nasdaq jumping 2.5%.

What’d I Miss? This week we heard from several major banks which posted decent fourth quarter earnings and favorable, though cautious, outlooks for 2025. JP Morgan#, Citigroup#, Goldman Sachs#, and…

January 16, 2025 – Alexander Hamilton, the first Treasury Secretary of the United States, was born this week in 1755 in Nevis, British West Indies. Lin-Manuel Miranda, who wrote the musical “Hamilton,” also celebrates his birthday this week. While Hamilton was a proponent of a strong Federal Government, the U.S. Government now accounts for a large and growing share of GDP, well above historical levels. On the economic front, the December CPI inflation report was slightly better than expected, and bank earnings this week have been coming in above expectations. Markets reacted favorably yesterday with the 10-year yield dropping sharply and the S&P500 gaining 1.8%, the small company Russell 2000 gaining 2% and the Nasdaq jumping 2.5%.Read More

January 13, 2025 – The message of the market’s reaction to Friday’s solid employment report is that a strong economy has little slack to absorb further inflationary pressures. It’s a prelude to actions expected from the Trump administration which takes office next week. The market is finally saying that debt service costs and deficits matter. Trump has long viewed the financial markets as the arbiter of the success of his economic agenda. Hopefully, that will temper some of the early hype and lead to a more sober reality that can keep markets moving ahead.

Friday’s solid employment report, a bit above Street expectations, sent stocks and bonds into a tailspin. Stock prices fell about 1.5% while 10-year Treasury yields spiked to over 4.75%. While…

January 13, 2025 – The message of the market’s reaction to Friday’s solid employment report is that a strong economy has little slack to absorb further inflationary pressures. It’s a prelude to actions expected from the Trump administration which takes office next week. The market is finally saying that debt service costs and deficits matter. Trump has long viewed the financial markets as the arbiter of the success of his economic agenda. Hopefully, that will temper some of the early hype and lead to a more sober reality that can keep markets moving ahead.Read More

January 9, 2025 – Rising bond yields indicate growing concerns over reflation, despite recent Fed rate cuts, as persistent inflation and potential policy changes fuel uncertainty. The bond market’s reaction underscores the need for investors to temper expectations for future stock market gains in the face of already high valuations.

What are rising bond yields telling us? The bond market is sending a clear signal: despite the Federal Reserve’s recent rate cuts, the risk of reflation is rising. This means…

January 9, 2025 – Rising bond yields indicate growing concerns over reflation, despite recent Fed rate cuts, as persistent inflation and potential policy changes fuel uncertainty. The bond market’s reaction underscores the need for investors to temper expectations for future stock market gains in the face of already high valuations.Read More

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