• 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

Market Commentary

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

Sign Me Up!

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.

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.

Tower Bridge Advisors Blog

From The Blog

June 24, 2019 – With stocks back to recent highs, risks start to increase and reward potential starts to decrease. Overcapacity worldwide is keeping inflation low. For equity investors, the attendant rise in P/Es is a plus. But central banks are pumping money to try and boost inflation. Cheap available funds often lead to bad decisions and economic bubbles as evidenced by the current frothy IPO market.

Stocks continued to chug along and now the Dow is within shouting distance of setting a new all-time high just as the S&P 500 did last week. But all isn’t…

June 24, 2019 – With stocks back to recent highs, risks start to increase and reward potential starts to decrease. Overcapacity worldwide is keeping inflation low. For equity investors, the attendant rise in P/Es is a plus. But central banks are pumping money to try and boost inflation. Cheap available funds often lead to bad decisions and economic bubbles as evidenced by the current frothy IPO market.Read More

June 21, 2019 – Markets set new highs yesterday as the Fed indicated a rate cut was likely in July. The IPO market continues to boom. This is clearly a risk-on market that is starting to flirt with euphoria. While it is nice to celebrate new highs, creeping euphoria sets off danger signals.

Stocks moved to new record high ground after the Federal Reserve strongly hinted that a rate cut would come at its July FOMC meeting. Markets are pricing in at least…

June 21, 2019 – Markets set new highs yesterday as the Fed indicated a rate cut was likely in July. The IPO market continues to boom. This is clearly a risk-on market that is starting to flirt with euphoria. While it is nice to celebrate new highs, creeping euphoria sets off danger signals.Read More

June 19, 2019 – Today’s Fed meeting and the outcome of Chinese trade negotiations will dominate markets for the next two weeks. After yesterday’s rally, optimism prevails. But there is plenty of room for disappointment. This is a hard market to chase.

Stocks staged a sharp rally yesterday after President Trump tweeted that he would have an extended meeting with Chinese President Xi at the upcoming G-20 summit and that trade talks…

June 19, 2019 – Today’s Fed meeting and the outcome of Chinese trade negotiations will dominate markets for the next two weeks. After yesterday’s rally, optimism prevails. But there is plenty of room for disappointment. This is a hard market to chase.Read More

June 17, 2019 – A quiet market offers you time to upgrade your portfolio. Just as in sports, putting a team with superior skills on the field is likely to get you superior results, owning the best managed companies, over time, should be a winning strategy.

Stocks fell modestly on Friday ending a rather tranquil week following sharp gains the week before and a prior 6-week stretch of losses. Once again, there was little economic news.…

June 17, 2019 – A quiet market offers you time to upgrade your portfolio. Just as in sports, putting a team with superior skills on the field is likely to get you superior results, owning the best managed companies, over time, should be a winning strategy.Read More

June 14, 2019 – Against a relatively quiet backdrop today, three issues seem paramount: Fed policy, tariffs, and the 2020 election. How these play out will dictate the course of the market over the next several months.

Yesterday, stocks halted a two-day losing streak. A late afternoon rally helped shares finish near their best levels of the session. Attacks against tankers in the Persian Gulf helped to…

June 14, 2019 – Against a relatively quiet backdrop today, three issues seem paramount: Fed policy, tariffs, and the 2020 election. How these play out will dictate the course of the market over the next several months.Read More

June 12, 2019 – Markets will be volatile in front of next week’s FOMC meeting. They clearly want to see a rate cut. A more likely expectation might be for a cut at the end of July. What is important for investors is that this Fed, led by Jerome Powell, wants to work with markets, not against them. If the need for lower rates is clear, it will act, if not now, then soon.

The Dow’s six session winning streak ended yesterday as a solid early morning rally faded. Continued dissatisfaction with the recently announced United Technologies/Raytheon merger drove the price of United# lower…

June 12, 2019 – Markets will be volatile in front of next week’s FOMC meeting. They clearly want to see a rate cut. A more likely expectation might be for a cut at the end of July. What is important for investors is that this Fed, led by Jerome Powell, wants to work with markets, not against them. If the need for lower rates is clear, it will act, if not now, then soon.Read More

June 10, 2019 – A robust market last week brought stocks back within shouting distance of their April highs. To move higher, equity investors need to expect either earnings greater than consensus forecasts or a continued downward move in interest rates. More likely, we believe stocks have recovered to the top end of an 18-month trading range, and some caution right now appears warranted.

Before starting this morning, I want to thank my colleagues for pitching in so admirably during my vacation. Before switching back to the markets, I want to make one comment…

June 10, 2019 – A robust market last week brought stocks back within shouting distance of their April highs. To move higher, equity investors need to expect either earnings greater than consensus forecasts or a continued downward move in interest rates. More likely, we believe stocks have recovered to the top end of an 18-month trading range, and some caution right now appears warranted.Read More

June 7, 2019 – Although near term volatility seems to be creeping up, the major averages remain range-bound. There hasn’t been much in the way of equity gains in nearly 18 months. Digestion phases are appropriate times to refresh your portfolio while keeping an eye out for new opportunities.

While Jim is away on vacation, other members of the TBA Investment Committee will write the market comment. Today’s comment is from Jim Vogt. Recent news events are leading the…

June 7, 2019 – Although near term volatility seems to be creeping up, the major averages remain range-bound. There hasn’t been much in the way of equity gains in nearly 18 months. Digestion phases are appropriate times to refresh your portfolio while keeping an eye out for new opportunities.Read More

June 5, 2019 – Market rebounds on dovish Fed comments but fears of a global economic slowdown continue and news that U.S. government regulators are now targeting Google, Amazon, and Facebook shakes FAANG stocks.

While Jim is away on vacation, other members of the TBA Investment Committee will write the market comment. Today’s comment is from Chris Gildea. The latest bout of volatility was…

June 5, 2019 – Market rebounds on dovish Fed comments but fears of a global economic slowdown continue and news that U.S. government regulators are now targeting Google, Amazon, and Facebook shakes FAANG stocks.Read More

READ MORE

Awards

Tower Bridge Advisors selected one of the Top 300 Advisory Firms in the U.S. by Financial Times.

See the full report.

Recent Videos

FAQs

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