• Founded in 2001 with a singular focus on providing exceptional investment management services to individuals, families and select institutions
  • Majority owned by employees
  • 10-person investment team, all with extensive research and portfolio management experience managing stocks and bonds
  • Customized portfolios created to meet each client’s needs
  • Commitment to outstanding service

Portfolio Review

Contact us today for a complimentary portfolio review. We’ll assess your current portfolio to see if it is positioned to meet your long-term needs.

Contact Us Today!

Independent

As an employee owned firm, we are guided by one principal–doing what is in the best interest of the client. We do not answer to a corporate parent, nor do we use any investment products that create conflicts of interest or excessive fees for our clients.

Experienced

Our extensive experience in the investment industry means that we have seen up markets, down markets and everything in between. That experience provides us with the perspective to manage each client’s individual needs in an appropriate fashion.

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, so we continually communicate with our clients about their needs and any changes in their lives.

Meet Our Team

prev next

The Tower Bridge Difference

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. 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 ten investment professionals 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.
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, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

Market Commentary

Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.

Sign Me Up!
Tower Bridge Advisors Blog

From The Blog

January 27, 2020 – As the S&P 500 has marched to new records, more and more of the advance has been concentrated in fewer and fewer names. History says that is a bad sign. Such concentration suggests a pending correction.

Stocks fell on Friday as concerns rose that the spreading coronavirus would escalate into an event of meaningful economic consequences. This morning, futures point to further declines.  Whether the virus…

January 27, 2020 – As the S&P 500 has marched to new records, more and more of the advance has been concentrated in fewer and fewer names. History says that is a bad sign. Such concentration suggests a pending correction.Read More

January 24, 2020 – This could be the first yield curve inversion since 1950 to not end with a recession. Leading economic indicators must be monitored to ensure this is correct. Employment is the most important statistic to keep an eye on. Earnings so far have been well received but valuations are stretched

One of the major concerns investors had to worry about last year was the inverted yield curve. There are many studies and historical precedence, but typically when you have long…

January 24, 2020 – This could be the first yield curve inversion since 1950 to not end with a recession. Leading economic indicators must be monitored to ensure this is correct. Employment is the most important statistic to keep an eye on. Earnings so far have been well received but valuations are stretchedRead More

January 22, 2020 – Stocks may have run too far too fast. That increases the odds of a correction. But don’t confuse a correction with a bear market. A correction reverts to a rising trendline while a bear market reverts to a declining trendline. Strong economic trends mitigate any serious risk of a bear market anytime soon.

Stocks fell as concerns rose that the coronavirus, now emerging in China, will spread and inhibit global travel. In addition, new management at Boeing# warned that the 737 Max may…

January 22, 2020 – Stocks may have run too far too fast. That increases the odds of a correction. But don’t confuse a correction with a bear market. A correction reverts to a rising trendline while a bear market reverts to a declining trendline. Strong economic trends mitigate any serious risk of a bear market anytime soon.Read More

January 15, 2020 – Earnings season is here. As always, it is about matching results to expectations. The key is the forward outlook. If managements express optimism, stocks can move higher. If, however, they continue to lower future guidance, the seed for a correction could be planted. At the moment, investors expect a positive response.

Stocks closed mixed yesterday. The highlight of the day, the somewhat formal start of earnings season, was the report of fourth quarter results from three of the four largest banking…

January 15, 2020 – Earnings season is here. As always, it is about matching results to expectations. The key is the forward outlook. If managements express optimism, stocks can move higher. If, however, they continue to lower future guidance, the seed for a correction could be planted. At the moment, investors expect a positive response.Read More

January 13, 2020 – Earnings season begins this week. Last week’s employment report suggests a continuation of a solid recovery. Stocks may not be cheap but if earnings are OK, there is still room for upside as long as market breadth widens.

Stocks fell Friday after a tepid employment report. But, as I have noted often, considering monthly changes can vary wildly, looking at 3-month averages usually gives a better picture. While…

January 13, 2020 – Earnings season begins this week. Last week’s employment report suggests a continuation of a solid recovery. Stocks may not be cheap but if earnings are OK, there is still room for upside as long as market breadth widens.Read More

January 10, 2020 – The last decade was extremely positive for equity investors in light of many challenges. Quite the contrast from the start of 2000. New leaders will emerge over the coming 10 years but Technology continues to be the place where disruption and innovation occurs.

I want to thank Jim and leadership at Tower Bridge for the honor of writing these comments on Fridays.  As you are well aware, he has a unique writing style…

January 10, 2020 – The last decade was extremely positive for equity investors in light of many challenges. Quite the contrast from the start of 2000. New leaders will emerge over the coming 10 years but Technology continues to be the place where disruption and innovation occurs.Read More

January 8, 2020 – Despite a sharp drop in the futures market initially overnight, the Iranian military response seems measured and not a major escalation of tensions. Next steps from both sides will be important, but hopefully equity markets can return to a focus on earnings rather than politics before too long.

Stocks turned lower once again as investors fretted over events in the Middle East. Those fears were confirmed last night as Iran launched missile attacks against two airfields in Iraq…

January 8, 2020 – Despite a sharp drop in the futures market initially overnight, the Iranian military response seems measured and not a major escalation of tensions. Next steps from both sides will be important, but hopefully equity markets can return to a focus on earnings rather than politics before too long.Read More

January 6, 2020 – Weekend events, mostly rhetoric, leave markets on edge.  Iran could respond quickly but it may not be for days, weeks or even months.  In the meantime, markets were ripe for profit taking and the seeds for a short term correction are present.

Stocks fell on Friday in a rather measured fashion after American forces assassinated two top Iranian military leaders near Baghdad.  Oil prices spiked higher and interest rates fell.  Over the…

January 6, 2020 – Weekend events, mostly rhetoric, leave markets on edge.  Iran could respond quickly but it may not be for days, weeks or even months.  In the meantime, markets were ripe for profit taking and the seeds for a short term correction are present.Read More

January 3, 2020 – A loud hurrah yesterday got shut down overnight after the assassination of a key Iranian general by U.S. forces. Hopefully, events will deescalate from here. All out war is not in the interests of either the U.S. or Iran. How stocks move after a probable weak open will depend on how both countries react to last night’s events.

Welcome to 2020.  The New Year sure started with a bang.  Stocks rose about 1% yesterday as investors welcomed in the New Year with enthusiasm.  But the overnight news that…

January 3, 2020 – A loud hurrah yesterday got shut down overnight after the assassination of a key Iranian general by U.S. forces. Hopefully, events will deescalate from here. All out war is not in the interests of either the U.S. or Iran. How stocks move after a probable weak open will depend on how both countries react to last night’s events.Read More

READ MORE

Awards

CNBC Top AdvisorsTower Bridge Advisors Selected one of the Top 100 Financial Advisors of 2019 by CNBC. Check it out…

Recent Videos

FAQs

Frequently Asked Questions: Click here for answers to commonly asked questions about our services and business operation.