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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

December 2, 2020 – After a record-setting November, one shouldn’t expect a repeat in December. While favorable vaccine news has continued to lift stocks, markets can’t keep discounting the same things forever. A flatter, longer Christmas season will lead to confusing data. Target date funds will need to rebalance. There could be a few more bumps along the path ahead than most realize.

Stocks rose yesterday but gave back a good part of the morning rally by the close. Most of the economic story centered on the aftermath of Black Friday weekend and…

December 2, 2020 – After a record-setting November, one shouldn’t expect a repeat in December. While favorable vaccine news has continued to lift stocks, markets can’t keep discounting the same things forever. A flatter, longer Christmas season will lead to confusing data. Target date funds will need to rebalance. There could be a few more bumps along the path ahead than most realize.Read More

November 30, 2020 – It is hard to visualize Dow 30,000 against images of hundreds of cars lined up at food banks. President-elect Biden is filling out an economic team that will focus on those most in need. Wall Street, however, will stay focused on interest rates (they will stay low) and profits (they keep improving). The ideal would be more support for those in need without sacrificing gains made by Corporate America since the pandemic began.

Stocks head into today’s session sporting the best November performance to date of any November since 1987. If you remember back that far, November 1987 was a rebound month from…

November 30, 2020 – It is hard to visualize Dow 30,000 against images of hundreds of cars lined up at food banks. President-elect Biden is filling out an economic team that will focus on those most in need. Wall Street, however, will stay focused on interest rates (they will stay low) and profits (they keep improving). The ideal would be more support for those in need without sacrificing gains made by Corporate America since the pandemic began.Read More

November 25, 2020 – Stocks crossed Dow 30,000 for the first time yesterday, as the day when the suns shines brightly and the pandemic ends comes more clearly into sight. This is the best November in decades for investors. A bad December in a strong year is rare. Leadership since Election Day has rotated to the risk-on stocks, but one has to question whether the surge in those names can go on for much longer.

Stocks continue to soar on vaccine news, and hints that the latest viral surge in Europe may have passed its peak. This as Americans prepare for Thanksgiving weekend, one that…

November 25, 2020 – Stocks crossed Dow 30,000 for the first time yesterday, as the day when the suns shines brightly and the pandemic ends comes more clearly into sight. This is the best November in decades for investors. A bad December in a strong year is rare. Leadership since Election Day has rotated to the risk-on stocks, but one has to question whether the surge in those names can go on for much longer.Read More

November 23, 2020 – Covid-19 case counts may be close to a peak, and the election controversy may be fading. That will put earnings and interest rates back front and center. The real battle for 2021 is the forward path of long-term interest rates.

It has been one of the best Novembers in 40 years, but last week stocks consolidated a bit. The market’s focus remains split between Covid-19 impact, the Presidential transition, and,…

November 23, 2020 – Covid-19 case counts may be close to a peak, and the election controversy may be fading. That will put earnings and interest rates back front and center. The real battle for 2021 is the forward path of long-term interest rates.Read More

November 20, 2020 – Spiking case counts has not stopped the rotation into stocks that benefit from the reopening of the economy. Investors have been booking massive FANGMAN profits and buying economically sensitive companies. A new acronym fits the theme as we all try to lose the extra weight we put on while sheltering in place. Time to prepare for the BEACHBODY

Markets were relatively calm yesterday even as Covid case counts continue to ramp up. Rumors of stimulus talks opening back up, yet again, helped boost most sectors to a positive…

November 20, 2020 – Spiking case counts has not stopped the rotation into stocks that benefit from the reopening of the economy. Investors have been booking massive FANGMAN profits and buying economically sensitive companies. A new acronym fits the theme as we all try to lose the extra weight we put on while sheltering in place. Time to prepare for the BEACHBODYRead More

November 18, 2020 – Summary: Rising virus counts suggest tough economic headwinds for a few months, but good vaccine news promises an end to the pain before too long. Longer term, the key to future market strength lies within the Fed. Is there a point when it slows its pace of bond purchases? Of course there is. When? That is the key question for investors in 2021.

Although the leading averages fell yesterday, more stocks advanced than fell in price. Two Dow standouts to the downside were Home Depot# and Walgreens. Home Depot reported very strong earnings…

November 18, 2020 – Summary: Rising virus counts suggest tough economic headwinds for a few months, but good vaccine news promises an end to the pain before too long. Longer term, the key to future market strength lies within the Fed. Is there a point when it slows its pace of bond purchases? Of course there is. When? That is the key question for investors in 2021.Read More

November 2020 Economic Update: A New President and a Vaccine

With the election behind us, there is a bit more certainty about what a new administration would mean for the economy. In this video, Tower Bridge Advisors Chief Investment Officer…

November 2020 Economic Update: A New President and a VaccineRead More

November 16, 2020 -The stock market continues to fly while Covid-19 cases spike. Investors were fooled once in February-March. They don’t seem to want to be fooled again by a viral spike that will only be temporary, especially with vaccines on the horizon. But that complacency may be a warning. If the surge gets much worse, our behavioral complacency is likely to change quickly. Should that happen, it would stand to reason that financial markets could be impacted as well.

Stocks continued their recovery on Friday as election uncertainties faded and economic data continued to support the pattern of a recovering economy. Over the last couple of weeks, leadership has…

November 16, 2020 -The stock market continues to fly while Covid-19 cases spike. Investors were fooled once in February-March. They don’t seem to want to be fooled again by a viral spike that will only be temporary, especially with vaccines on the horizon. But that complacency may be a warning. If the surge gets much worse, our behavioral complacency is likely to change quickly. Should that happen, it would stand to reason that financial markets could be impacted as well.Read More

November 13, 2020 – 2 steps forward, 1 step back. Vaccine news early in the week boosted markets, specifically recovery plays that benefit from a reopening of the economy. Rising Covid counts, global lockdown measures and localized overflowing hospital capacity is reversing some of that optimism. The next few months could be choppy.

As great as Pfizer’s# vaccine news was for a future post-Covid world, there are some hidden hiccups. Vials must be stored at minus 90 degrees Fahrenheit, much colder than most…

November 13, 2020 – 2 steps forward, 1 step back. Vaccine news early in the week boosted markets, specifically recovery plays that benefit from a reopening of the economy. Rising Covid counts, global lockdown measures and localized overflowing hospital capacity is reversing some of that optimism. The next few months could be choppy.Read More

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November 2020 Economic Update:
A New President and a Vaccine

Watch our latest video examining the potential impact of a Biden Presidency, combined with the upswing in COVID cases threatening to impact the economy again.

Tower Bridge Advisors is an SEC Registered Investment Advisor.

November Economic Update - Election