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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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Contact us today for a complimentary portfolio review. Particularly during this highly volatile time it is important to assess your current portfolio to see if it is positioned to meet your long- term needs.

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Why Choose Tower Bridge Advisors?

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Experienced investment team, customized and transparent portfolios
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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. We do not use any investment products that create conflicts of interest or charge additional fees.

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.

Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

May 12, 2021 – Stocks retreated amid profit taking. But with earnings strong and rates contained, there isn’t much long-term concern. This morning’s CPI report will get most of the attention today. An upside surprise to the numbers will accelerate inflation fears.

Stocks, at least as measured by the Dow, suffered their biggest decline in two months. The two worst performers, United Healthcare and Home Depot#, were down after six straight record-setting…

May 12, 2021 – Stocks retreated amid profit taking. But with earnings strong and rates contained, there isn’t much long-term concern. This morning’s CPI report will get most of the attention today. An upside surprise to the numbers will accelerate inflation fears.Read More

May 10, 2021 – Demographics suggest increased inflationary pressure. Quite simply, the number entering the work force grows by a trickle while the baby boomers retiring increases at a greater pace. With growth close to 10% this year and 4% next year, that suggests increasing inflationary pressures.

Stocks continued higher amid great economic and corporate earnings news last week, while interest rates remained within a trading range. If you are an equity investor, it is hard to…

May 10, 2021 – Demographics suggest increased inflationary pressure. Quite simply, the number entering the work force grows by a trickle while the baby boomers retiring increases at a greater pace. With growth close to 10% this year and 4% next year, that suggests increasing inflationary pressures.Read More

May 7, 2021 – Jobs, jobs, jobs. Another monthly update on unemployment today will lead to more discussion amongst bulls and bears. As the economy heats up, investors will place bets on when the Fed will need to pull back on the stimulus front. Higher interest rates lead to more declines in frothy areas.

Today’s most important news will be the monthly nonfarm payrolls report. With nearly half of America getting at least one vaccine shot and many others fully vaccinated, reopening efforts are…

May 7, 2021 – Jobs, jobs, jobs. Another monthly update on unemployment today will lead to more discussion amongst bulls and bears. As the economy heats up, investors will place bets on when the Fed will need to pull back on the stimulus front. Higher interest rates lead to more declines in frothy areas.Read More

May 5, 2021 – Stocks sold off yesterday although they finished off their lows. The tech leaders during the pandemic suffered the most despite the fact that interest rates actually fell

This week, according to The Wall Street Journal, 41% of financial assets held by individuals were invested in equities.  That is an all-time high.   You can attribute it to the…

May 5, 2021 – Stocks sold off yesterday although they finished off their lows. The tech leaders during the pandemic suffered the most despite the fact that interest rates actually fellRead More

May 3, 2021 – When stocks fail to go up on better than expected news, investors should ask themselves why. Stocks fell last week despite a surge in earnings. Perhaps most of the good news has already been discounted.

Stocks fell on Friday, capping off one of the weakest weeks for equities in a couple of months. This is earnings season. For the past two weeks, earnings reports for…

May 3, 2021 – When stocks fail to go up on better than expected news, investors should ask themselves why. Stocks fell last week despite a surge in earnings. Perhaps most of the good news has already been discounted.Read More

April 30, 2021 – Another scoop of fiscal stimulus from President Biden. The Federal Reserve is keeping interest rates lower for longer. A strong quarterly earnings season so far. Price increases are coming due to raw material inflation and supply chain constraints.

Stocks started out positively yesterday, keying off of several very strong earnings reports from the likes of Facebook, Apple, Caterpillar, and Google, to name a few. As the day progressed,…

April 30, 2021 – Another scoop of fiscal stimulus from President Biden. The Federal Reserve is keeping interest rates lower for longer. A strong quarterly earnings season so far. Price increases are coming due to raw material inflation and supply chain constraints.Read More

April 28, 2021 – Besides another day of earnings reports, today also marks the conclusion of a two-day FOMC meeting. Tonight, President Biden will introduce yet another $1+ trillion spending package, this time wrapped in an envelope filled with requested tax increases on the wealthy. Any of these events have the potential to be market moving depending on how they unfold versus expectations.

Stocks continued to move higher, powered by strong earnings reports. There is a lot going on today. More earnings reports will continue. But the two big news events will be…

April 28, 2021 – Besides another day of earnings reports, today also marks the conclusion of a two-day FOMC meeting. Tonight, President Biden will introduce yet another $1+ trillion spending package, this time wrapped in an envelope filled with requested tax increases on the wealthy. Any of these events have the potential to be market moving depending on how they unfold versus expectations.Read More

April 26, 2021 – Despite extraordinary earnings, stock prices paused last week amid some profit taking. Activity levels and volatility have dropped in recent weeks. A sense of sober complacency has taken over, but there are always concerns. The current earnings surge may last another couple of quarters, but it can’t continue indefinitely.

Stocks fell last week amid profit taking as earnings season got underway in earnest. But the selling was orderly. Flat bond trading didn’t give the bears any ammunition to extend…

April 26, 2021 – Despite extraordinary earnings, stock prices paused last week amid some profit taking. Activity levels and volatility have dropped in recent weeks. A sense of sober complacency has taken over, but there are always concerns. The current earnings surge may last another couple of quarters, but it can’t continue indefinitely.Read More

April 23, 2021 – Economic data and first quarter earnings reports continue to improve and in impressive fashion. Although a lot of good news is already priced in after a massive rally, data is handily above estimates, creating an easy backdrop for the market to keep advancing. Bulls are firmly in charge but a correction could happen at any moment.

As many expected, earnings are coming in hot. Analysts and companies vastly underestimated the speed of this recovery which is leading to forward estimates being ramped up higher every day.…

April 23, 2021 – Economic data and first quarter earnings reports continue to improve and in impressive fashion. Although a lot of good news is already priced in after a massive rally, data is handily above estimates, creating an easy backdrop for the market to keep advancing. Bulls are firmly in charge but a correction could happen at any moment.Read More

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April 2021 Economic Update:
"Growth vs. Inflation Part 2”

In this episode of Economic Updates, Tower Bridge Advisors CIO Jim Meyer discusses the trajectory of the market, given the unique factors currently impacting the global economy.

Tower Bridge Advisors is an SEC Registered Investment Advisor.

Economic Outlook - Apr 2021