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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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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

December 1, 2021 – Congressional testimony from Jay Powell riled markets yesterday. He will have another chance to tone down the response as he speaks to the House today. At any rate, major corrections rarely happen when earnings are rising and rates are falling. Stocks may have been overpriced going into this decline, but the bulk of the correction may be over.

Stocks fell sharply once again. This time, however, the villain wasn’t Omicron or anything to do with Covid-19. This time it was Congressional testimony before the Senate by Federal Reserve…

December 1, 2021 – Congressional testimony from Jay Powell riled markets yesterday. He will have another chance to tone down the response as he speaks to the House today. At any rate, major corrections rarely happen when earnings are rising and rates are falling. Stocks may have been overpriced going into this decline, but the bulk of the correction may be over.Read More

November 29, 2021 – Omicron is the new word of the day, a name given to the latest Covid-19 variant. We know it is spreading rapidly, but what we don’t know is still far greater than what we do know. Wall Street hates uncertainty. So, on Friday it was sell first, learn the facts later. However, any economic impact is likely to be temporary. This isn’t the winter of 2020 all over again. Rather, it is a pandemic winding its course. Long term economic values will not be impacted significantly by the emergence of Omicron. With that said, markets should remain unsettled until speculation is replaced by facts in the days and weeks ahead.

Stocks cratered on Friday as fear spread wildly that a new Covid-19 variant, subsequently named Omicron, might supersede Delta and extend the pandemic well beyond current expectations. While we know…

November 29, 2021 – Omicron is the new word of the day, a name given to the latest Covid-19 variant. We know it is spreading rapidly, but what we don’t know is still far greater than what we do know. Wall Street hates uncertainty. So, on Friday it was sell first, learn the facts later. However, any economic impact is likely to be temporary. This isn’t the winter of 2020 all over again. Rather, it is a pandemic winding its course. Long term economic values will not be impacted significantly by the emergence of Omicron. With that said, markets should remain unsettled until speculation is replaced by facts in the days and weeks ahead.Read More

November 26, 2021 – Markets are selling off hard this morning on reports of a potentially disastrous new Covid variant out of South Africa. Sell first, ask questions later was the overnight mantra as travel, hotel and cruise stocks are down ~10%. Interest rates are collapsing, yet again. This follows a recent pattern where earnings reports showed no wiggle room for investors. Stocks are being taken to the woodshed on any potentially negative news updates. This happens in a fully, or overvalued, market, but also brings opportunities.

Futures are certainly ugly so far. Another new Covid variant out of South Africa raises more questions than answers. Fears today are centered upon transmissibility, hospitalization potential and whether or…

November 26, 2021 – Markets are selling off hard this morning on reports of a potentially disastrous new Covid variant out of South Africa. Sell first, ask questions later was the overnight mantra as travel, hotel and cruise stocks are down ~10%. Interest rates are collapsing, yet again. This follows a recent pattern where earnings reports showed no wiggle room for investors. Stocks are being taken to the woodshed on any potentially negative news updates. This happens in a fully, or overvalued, market, but also brings opportunities.Read More

November 24, 2021 – This is definitely a bifurcated market. Low P/E winners populate the banking and energy arenas. Simultaneously, the great stories of the pandemic, like Zoom and Peloton, continue to fade rapidly. That’s what happens when euphoria fades and reality returns.

As the Dow continues to rise, the NASDAQ continues to fall. Interest rates are inching up, but it is hard to say that inflationary worries are increasing. The 10-year Treasury…

November 24, 2021 – This is definitely a bifurcated market. Low P/E winners populate the banking and energy arenas. Simultaneously, the great stories of the pandemic, like Zoom and Peloton, continue to fade rapidly. That’s what happens when euphoria fades and reality returns.Read More

November 19, 2021 – Mega cap technology stocks continue to carry the market higher while the average stock is starting to show signs of profit-taking. This week’s semiconductor and retail updates were encouraging to say the least. As we enter the Holiday season, is it fair to ask how much upside is left for 2022?

Late last night the bipartisan CBO released their Build Back Better projections. They concluded this plan will add $367B to the deficit over 10 years excluding $207B in revenue that…

November 19, 2021 – Mega cap technology stocks continue to carry the market higher while the average stock is starting to show signs of profit-taking. This week’s semiconductor and retail updates were encouraging to say the least. As we enter the Holiday season, is it fair to ask how much upside is left for 2022?Read More

November 15, 2021 – Last week’s blowups at Beyond Meat and Peloton remind us that a hot product doesn’t make a great company in the long run. Following the investing crowd works for a while, but in the long run, reality matters.

Stocks exhibited solid gains on Friday, continuing their rally in reaction to solid third quarter earnings and stable interest rates. But it wasn’t always sunshine for every company. Two companies…

November 15, 2021 – Last week’s blowups at Beyond Meat and Peloton remind us that a hot product doesn’t make a great company in the long run. Following the investing crowd works for a while, but in the long run, reality matters.Read More

November 12, 2021 – Another inflation update is front and center in determining market action after Wednesday’s CPI report. Growth stocks were taken to the woodshed, while interest rates spiked back to recent yearly highs on the short end of the yield curve. Euphoria still exists though, as Rivian Automotive went public with a market capitalization higher than Ford and GM. Thursday offered a reprieve for growth investors as stocks regained their footing.

As we have been noting for several months now, volatility is back. This usually occurs as we transition from an “everyone wins” early-stage cycle to one led by quality growth…

November 12, 2021 – Another inflation update is front and center in determining market action after Wednesday’s CPI report. Growth stocks were taken to the woodshed, while interest rates spiked back to recent yearly highs on the short end of the yield curve. Euphoria still exists though, as Rivian Automotive went public with a market capitalization higher than Ford and GM. Thursday offered a reprieve for growth investors as stocks regained their footing.Read More

November 10, 2021 – Stocks ended an 8-day winning streak as inflation news reinforced worries.

Stocks fell yesterday, ending an 8-day winning streak for the S&P 500, one that ultimately took virtually all leading averages to all-time highs. Better than expected third quarter earnings and…

November 10, 2021 – Stocks ended an 8-day winning streak as inflation news reinforced worries.Read More

November 8, 2021 – A strong report may have overshadowed a stagnant labor participation rate. The lack of returning workers suggests the labor market will be tighter for longer. Wage inflation is likely to stay elevated going forward. The offset will be higher productivity.

Stocks set new record highs on Friday after a strong October employment report, with over 600,000 net new private sector jobs created. The unemployment rate fell to 4.6%, a full…

November 8, 2021 – A strong report may have overshadowed a stagnant labor participation rate. The lack of returning workers suggests the labor market will be tighter for longer. Wage inflation is likely to stay elevated going forward. The offset will be higher productivity.Read More

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October 2021 Economic Update
“This time is different - or is it?”

Watch our latest video in which Senior Portfolio Manager Chris Crooks addresses the economic outlook, by looking at the parallels between the current pandemic versus the 1918 Spanish Flu pandemic.

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