• 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

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.

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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 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

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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.

Market Commentary

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Tower Bridge Advisors Blog

From The Blog

September 18, 2019 – The Fed will likely lower interest rates 25-basis points this afternoon. Investors will be watching post-meeting commentary for hints as to the future direction of rates. While investors favor lower rates going forward, too much easy money leads to misallocation of capital.

Stocks were mixed yesterday ahead of today’s FOMC meeting. Saudi Arabia suggested that it will recover from the weekend missile attack fully by the end of September. As a result,…

September 18, 2019 – The Fed will likely lower interest rates 25-basis points this afternoon. Investors will be watching post-meeting commentary for hints as to the future direction of rates. While investors favor lower rates going forward, too much easy money leads to misallocation of capital.Read More

September 16, 2019 – An attack on a key Saudi oil field has cut over 2 million barrels per day of world production and sent oil prices 8%+ higher this morning. The attack by itself is a body shot to world markets but not a knockout blow. The key question is what is next. President Trump is governed by two natural but conflicting instincts; one to hit back harder, and the other to avoid war. Which dominates may dictate how markets react in the days ahead.

Stocks continued their winning streak on Friday, at least from the viewpoint of the Dow Industrials which rose for an eighth straight session. But the S&P 500 and NASDAQ Composite…

September 16, 2019 – An attack on a key Saudi oil field has cut over 2 million barrels per day of world production and sent oil prices 8%+ higher this morning. The attack by itself is a body shot to world markets but not a knockout blow. The key question is what is next. President Trump is governed by two natural but conflicting instincts; one to hit back harder, and the other to avoid war. Which dominates may dictate how markets react in the days ahead.Read More

September 13, 2019 – With last night’s tweet that an interim trade deal is possible (likely?), the trade/tariff news probably can’t get any better until an actual deal is achieved. That will turn the focus back to earnings. We will have to wait a month for earnings season to begin.

Stocks finish higher yesterday. The Dow Jones Industrials extended their winning streak to 7 straight sessions. But after pushing toward new all-time highs, stocks retreated in the afternoon and finished…

September 13, 2019 – With last night’s tweet that an interim trade deal is possible (likely?), the trade/tariff news probably can’t get any better until an actual deal is achieved. That will turn the focus back to earnings. We will have to wait a month for earnings season to begin.Read More

September 11, 2019 – Stocks have been mixed this week but the major theme is a sudden change in leadership. The haves (led by high flying tech names) are the losers while the year’s losers, namely oil companies and banks, have surged ahead. There is a rational explanation.

Stocks were mixed once again. It has been an odd week, at least compared to prior trading patterns. The leaders this week have been the former bull market laggards, namely…

September 11, 2019 – Stocks have been mixed this week but the major theme is a sudden change in leadership. The haves (led by high flying tech names) are the losers while the year’s losers, namely oil companies and banks, have surged ahead. There is a rational explanation.Read More

September 9, 2019 – This looks to be a quiet week with very little on either the earnings or economic calendar of note. Elliott Management’s activist position in AT&T, a serial underperformer, will grab headlines today. Whether Elliott has the right formula for success or not, given AT&T’s track record, Elliott deserves to be listened to at a minimum.

Stocks moved sideways in listless trading on Friday. Volatility took a distinct move down after an employment report that was generally within the range of expectations. This week will be…

September 9, 2019 – This looks to be a quiet week with very little on either the earnings or economic calendar of note. Elliott Management’s activist position in AT&T, a serial underperformer, will grab headlines today. Whether Elliott has the right formula for success or not, given AT&T’s track record, Elliott deserves to be listened to at a minimum.Read More

September 6, 2019 – It’s nice that China and the U.S. are planning talks to resolve the trade dispute but we have gone down this road before. Given the timing, in front of our elections and coinciding with tensions in Hong Kong, there are reasons for some optimism. But, at best, we will see an interim first step. At worst, distrust and tempers will abort any deal. The key dates are in mid-November when Trump and Xi are expected to meet at the APEC summit.

Stocks continued a sharp 3-day rally as prospects for renewed trade talks with China continue to improve. Bonds fell and interest rates rose, slowing the recent tailspin in rates. It…

September 6, 2019 – It’s nice that China and the U.S. are planning talks to resolve the trade dispute but we have gone down this road before. Given the timing, in front of our elections and coinciding with tensions in Hong Kong, there are reasons for some optimism. But, at best, we will see an interim first step. At worst, distrust and tempers will abort any deal. The key dates are in mid-November when Trump and Xi are expected to meet at the APEC summit.Read More

September 4, 2019 – Stocks fell yesterday as new tariffs rolled on, BREXIT problems rose, and tensions in Hong Kong increased. But overnight, British Parliament voted against a hard BREXIT and new actions by Hong Kong’s government eased tensions. Next up is the FOMC meeting. Interest rates will almost certainly be cut, but it is dubious what economic impact those cuts will make.

Stocks fell about 1% amid a confluence of negative news. The latest wave of tariffs on Chinese imports went into effect on Sunday. Britain’s new government is intent on forcing…

September 4, 2019 – Stocks fell yesterday as new tariffs rolled on, BREXIT problems rose, and tensions in Hong Kong increased. But overnight, British Parliament voted against a hard BREXIT and new actions by Hong Kong’s government eased tensions. Next up is the FOMC meeting. Interest rates will almost certainly be cut, but it is dubious what economic impact those cuts will make.Read More

August 30, 2019 – Stocks are rallying based on hopes of renewed trade talks. But the big event this weekend is the expected imposition of increased tariffs. If they go into effect as planned, look for the rally to end next week. But if they are deferred or reduced, the rally could continue and challenge recent record highs.

Stocks continued a strong rally as optimism grew that trade talks might soon begin to solve the U.S./China tariff war. Yet even with two very strong sessions and signs the…

August 30, 2019 – Stocks are rallying based on hopes of renewed trade talks. But the big event this weekend is the expected imposition of increased tariffs. If they go into effect as planned, look for the rally to end next week. But if they are deferred or reduced, the rally could continue and challenge recent record highs.Read More

August 28, 2019 – Two events will dominate the stock market over the next three weeks. The first is the imposition of additional tariffs on Chinese goods this weekend. If it happens as planned, that would be bad for equities. The second is the FOMC meeting concluding 9/18. If rates are cut 50-basis points, that would ignite a rally. Anything less will probably not be received well.

Stocks fell once again following the path of interest rates downward as recession fears rose and policy confusion continued to increase.  Energy, bank, industrials and consumer discretionary stocks were particularly…

August 28, 2019 – Two events will dominate the stock market over the next three weeks. The first is the imposition of additional tariffs on Chinese goods this weekend. If it happens as planned, that would be bad for equities. The second is the FOMC meeting concluding 9/18. If rates are cut 50-basis points, that would ignite a rally. Anything less will probably not be received well.Read More

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

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