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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

Portfolio Review

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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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

October 28, 2020 – After Monday’s sharp decline, stocks tried to stabilize yesterday morning, but they slumped again into the close. Disappointing earnings from a few major industrial firms didn’t help. Weak response to earnings from 3M# and Caterpillar, both Dow components, sent that average tumbling. This morning the decline continues as Germany wrestles with the need to close bars, restaurants and gyms in reaction to spiking Covid-19 case counts.

It is less than a week until Election Day. But Covid-19 fears are what is dominating the market. Case counts are spiking in Europe with France the current epicenter. Rising…

October 28, 2020 – After Monday’s sharp decline, stocks tried to stabilize yesterday morning, but they slumped again into the close. Disappointing earnings from a few major industrial firms didn’t help. Weak response to earnings from 3M# and Caterpillar, both Dow components, sent that average tumbling. This morning the decline continues as Germany wrestles with the need to close bars, restaurants and gyms in reaction to spiking Covid-19 case counts.Read More

October 26, 2020 – Rising virus counts and surging numbers in Europe have investors in a cautious mood. They should be careful, as any serious surge will cause a decline in the pace of economic recovery. But a surge won’t last forever. Hopefully, the economic damage will be a slowdown in the pace of recovery and not a reversal.

Stocks traded within a narrow range on Friday. The Dow was the biggest loser among the major indices, courtesy of a sour economic forecast by component Intel. Otherwise it was…

October 26, 2020 – Rising virus counts and surging numbers in Europe have investors in a cautious mood. They should be careful, as any serious surge will cause a decline in the pace of economic recovery. But a surge won’t last forever. Hopefully, the economic damage will be a slowdown in the pace of recovery and not a reversal.Read More

October 23, 2020 – A debate worthy of the name. Stimulus positioning improvement. Rising small cap stocks. Rising long-term interest rates. Broad stock market rally. We’re almost getting back to a normal market, almost.

Briefly on the final debate. Lessons were learned. Mics being muted allowed for a much more “Presidential” showing. There were some jabs thrown at each other, but the tone improved…

October 23, 2020 – A debate worthy of the name. Stimulus positioning improvement. Rising small cap stocks. Rising long-term interest rates. Broad stock market rally. We’re almost getting back to a normal market, almost.Read More

October 21, 2020 – Stimulus talks continue past Speaker Pelosi’s deadline. They are likely to reach agreement but not gain Congressional approval until after the election. After tomorrow’s debate, most voters will have made up their minds. Today, we outline how we see five different outcomes affecting the markets going forward.

As talks of additional stimulus failed to reach resolution, stocks fell yesterday. Adding to losses in the Dow was the poor reaction to IBM’s# results. While they met expectations on…

October 21, 2020 – Stimulus talks continue past Speaker Pelosi’s deadline. They are likely to reach agreement but not gain Congressional approval until after the election. After tomorrow’s debate, most voters will have made up their minds. Today, we outline how we see five different outcomes affecting the markets going forward.Read More

October 19, 2020 – With the election just about two weeks away, besides Thursday’s debate, perhaps the most important remaining factor is the pace of the second wave of the pandemic. While President Trump claims the pain is behind us, increasing case counts suggest otherwise. The course over the next two weeks could be a swing factor.

Stocks drifted higher last week amid a light news period. Earnings season got off to a so-so start. Results generally matched expectations but forward looking guidance was cautious. Interest rates…

October 19, 2020 – With the election just about two weeks away, besides Thursday’s debate, perhaps the most important remaining factor is the pace of the second wave of the pandemic. While President Trump claims the pain is behind us, increasing case counts suggest otherwise. The course over the next two weeks could be a swing factor.Read More

October 16, 2020 – Rising global Covid cases and stimulus delays are bringing more volatility to equities. New European lockdown policies put reopening efforts into question. We’re not out of the woods yet, but the long-term future still looks quite positive.

Short-term factors came back to the fore the past few days as rising Covid cases and an increasing likelihood of stimulus measures being pushed back wreaked havoc on markets worldwide.…

October 16, 2020 – Rising global Covid cases and stimulus delays are bringing more volatility to equities. New European lockdown policies put reopening efforts into question. We’re not out of the woods yet, but the long-term future still looks quite positive.Read More

October 14, 2020 – Earnings season is underway. Early results are encouraging. We are reminded, however, that our economic recovery to date has been built on a framework of fiscal support packages. Without another, the recovery will slow or it could collapse entirely if the recent Covid-19 upturn becomes a spike. But all this is known. Congress will respond. Timing and amount of support will dictate the outcome.

Stocks retreated yesterday after four days of gains. It was the start of earnings season. More on that in a moment. Perhaps the biggest news stories yesterday were twin announcements…

October 14, 2020 – Earnings season is underway. Early results are encouraging. We are reminded, however, that our economic recovery to date has been built on a framework of fiscal support packages. Without another, the recovery will slow or it could collapse entirely if the recent Covid-19 upturn becomes a spike. But all this is known. Congress will respond. Timing and amount of support will dictate the outcome.Read More

October 12, 2020 – Last week’s strength came as events in Washington settled down a bit. Now both sides are ready to go back on the campaign trail, although most voters have already made up their minds. Earnings season starts this week but most major companies will start reporting next week. Results should exceed expectations and drive stocks higher as long as Covid-19 stays within a range of expectations.

Last week was the best week for equities since July. In July, however, the gains were totally dominated by the technology sector and other Covid-19 beneficiaries. Last week, the gains…

October 12, 2020 – Last week’s strength came as events in Washington settled down a bit. Now both sides are ready to go back on the campaign trail, although most voters have already made up their minds. Earnings season starts this week but most major companies will start reporting next week. Results should exceed expectations and drive stocks higher as long as Covid-19 stays within a range of expectations.Read More

October 9, 2020 – Trump’s 180-degree turn on stimulus negotiations is propelling markets back towards new highs. Money printing continues to boost equities, but a bipartisan agreement is never guaranteed. We examine a few scenarios and implications on timing.

The Trump tweet-induced decline on Tuesday has more than reversed itself after yesterday’s action. We are all accustomed to the “Art of the Deal”, and Trump quickly changed his tune,…

October 9, 2020 – Trump’s 180-degree turn on stimulus negotiations is propelling markets back towards new highs. Money printing continues to boost equities, but a bipartisan agreement is never guaranteed. We examine a few scenarios and implications on timing.Read More

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September 2020 Economic Update:
Can There Ever Be Too Much Money?

In this video, our Chief Investment Officer, Jim Meyer, discusses the impact on the economy of the Fed’s policy of low interest rates.

Tower Bridge Advisors is an SEC Registered Investment Advisor.