• 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

June 1, 2020 – May’s optimism now will have to be matched against June’s reality. All states have started to reopen. Optimism for a quick restart is high. We will know in a few weeks how valid that optimism may be. What we do know is that virus fears will hold back some recovery. We also know that businesses that have adapted to change quickly have been the most successful.

Stocks closed mixed on Friday. The strength of some cyclical names, notably the banks and industrials, faded late last week as technology names that underperformed earlier in the week regained…

June 1, 2020 – May’s optimism now will have to be matched against June’s reality. All states have started to reopen. Optimism for a quick restart is high. We will know in a few weeks how valid that optimism may be. What we do know is that virus fears will hold back some recovery. We also know that businesses that have adapted to change quickly have been the most successful.Read More

May 29, 2020 – The market rally continues to broaden this week pushing many stocks above fair value. Fed liquidity is inflating stocks well before the goods news arrives. When stimulus measures and unemployment benefits run out, the picture becomes less bullish. However, momentum is powerful and “Don’t Fight the Fed” is the Golden Rule.

Strong moves continued this week in the have-nots as reopening efforts of the world continue to play out. This has led to some profit taking in the old winners, those…

May 29, 2020 – The market rally continues to broaden this week pushing many stocks above fair value. Fed liquidity is inflating stocks well before the goods news arrives. When stimulus measures and unemployment benefits run out, the picture becomes less bullish. However, momentum is powerful and “Don’t Fight the Fed” is the Golden Rule.Read More

May 27, 2020 – The joy of reopening, combined with ongoing infusion of new capital from central banks, has stock investors euphoric. But the Fed can’t continue to buy securities at its present pace for long, and many businesses may not come all the way back quickly. While some correction might be necessary, a return to anywhere near the March lows is unlikely.

Stocks continued to surge yesterday, with the leading averages up another 2%. But who would have thought such a gain would happen while share prices for Apple#, Facebook#, Amazon, and…

May 27, 2020 – The joy of reopening, combined with ongoing infusion of new capital from central banks, has stock investors euphoric. But the Fed can’t continue to buy securities at its present pace for long, and many businesses may not come all the way back quickly. While some correction might be necessary, a return to anywhere near the March lows is unlikely.Read More

May 2020 Economic Update – After COVID-19

The COVID-19 pandemic continues to have a huge impact on the economy, but there are also bright spots appearing on the horizon. In this video, our Chief Investment Officer, Jim…

May 2020 Economic Update – After COVID-19Read More

May 22, 2020 – The rally broadened out this week as retail earnings reports rolled in. Individual stock reaction was mixed. Encouraging vaccine trial data and consumers’ willingness to venture out of their homes is paramount to economic data bouncing back. Trade war rhetoric is not helping.

Futures are flat premarket but overall it has been a really solid week for investors. The rally has broadened out a bit, which is a necessary ingredient for us to…

May 22, 2020 – The rally broadened out this week as retail earnings reports rolled in. Individual stock reaction was mixed. Encouraging vaccine trial data and consumers’ willingness to venture out of their homes is paramount to economic data bouncing back. Trade war rhetoric is not helping.Read More

May 20, 2020 – Stocks fell sharply late in yesterday’s session, after the progress Moderna announced on Monday in the development of a new Covid-19 vaccine was questioned. On Monday, stocks rose by more than 3% after the company said an early Phase I test of its proposed vaccine produced antibodies in all patients without significant safety risks. But some sophisticated scientists questioned the lack of supporting data and said they had doubts. Ergo a seesaw market once again.

Moderna may or may not have the key to the city. Only time will tell. The media loves headlines that note the creation of antibodies and the lack of warts.…

May 20, 2020 – Stocks fell sharply late in yesterday’s session, after the progress Moderna announced on Monday in the development of a new Covid-19 vaccine was questioned. On Monday, stocks rose by more than 3% after the company said an early Phase I test of its proposed vaccine produced antibodies in all patients without significant safety risks. But some sophisticated scientists questioned the lack of supporting data and said they had doubts. Ergo a seesaw market once again.Read More

May 18, 2020 – Stock market optimism coincides with an accelerated pace of reopening the economy. Within weeks, stores, restaurants, gyms and spas will restart operations albeit at a measured pace. Hopefully, summer will allow this to happen without a violent resurgence of Covid-19.

Stocks closed slightly higher Friday in a seesaw session, but still finished lower for the week. While earlier in the week it might have seemed that a serious correction was…

May 18, 2020 – Stock market optimism coincides with an accelerated pace of reopening the economy. Within weeks, stores, restaurants, gyms and spas will restart operations albeit at a measured pace. Hopefully, summer will allow this to happen without a violent resurgence of Covid-19.Read More

May 15, 2020 – Volatility is creeping back after a massive rally. Positive steps are ongoing but this will be a choppy recovery. Good news has been priced in. The pace of the recovery will determine the market’s next move.

Some downside volatility has finally crept back into the market with mostly down days this week followed by a cyclical rebound yesterday. Futures are down again today as China trade…

May 15, 2020 – Volatility is creeping back after a massive rally. Positive steps are ongoing but this will be a choppy recovery. Good news has been priced in. The pace of the recovery will determine the market’s next move.Read More

May 13, 2020 – As more states reopen, facts will replace speculation. We will also witness a lot of unintended consequences, some good and some not so good. Expectations will be replaced by reality. The spread between the two will govern how stocks react over the coming months.

Stocks fell sharply in late trading yesterday for no obvious reason. If the market had gone up 450 points, I could have attributed the rise to optimism about the reopening…

May 13, 2020 – As more states reopen, facts will replace speculation. We will also witness a lot of unintended consequences, some good and some not so good. Expectations will be replaced by reality. The spread between the two will govern how stocks react over the coming months.Read More

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Awards

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