• 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

August 2019 Video – What’s Wrong (Part II)?

Is a recession inevitable? In our August webinar, Tower Bridge Advisors Chief Investment Officer, Jim Meyer follows up on the themes he discussed in our June Webinar – oversupply across…

August 2019 Video – What’s Wrong (Part II)?Read More

August 21, 2019 – Wouldn’t it be nice if we got the same message from the White House two days in a row? Tax cuts may be good for elections but not what the economy needs. What the economy needs is patience to let rising demand chew up excess supply in an orderly way. In the meantime, a calmer bond market improves the backdrop for stocks.

Stocks gave back a bit of the gains achieved late last week as interest rates began to slip again. There was no significant economic news. Dow component Home Depot# reported…

August 21, 2019 – Wouldn’t it be nice if we got the same message from the White House two days in a row? Tax cuts may be good for elections but not what the economy needs. What the economy needs is patience to let rising demand chew up excess supply in an orderly way. In the meantime, a calmer bond market improves the backdrop for stocks.Read More

August 19, 2019 – With yield spreads starting to widen once again, stocks are in rally mode. However, with earnings growth miniscule, and the decline in rates over, at least for the moment, there isn’t any overwhelmingly strong tailwind for stocks. All eyes this week will be on Friday’s speech by Jerome Powell hinting at the future direction of Fed policy.

Stocks posted solid gains on Friday for the second day in a row as the brief 2-10-year Treasury yield inversion that lasted only a couple of hours faded and yields…

August 19, 2019 – With yield spreads starting to widen once again, stocks are in rally mode. However, with earnings growth miniscule, and the decline in rates over, at least for the moment, there isn’t any overwhelmingly strong tailwind for stocks. All eyes this week will be on Friday’s speech by Jerome Powell hinting at the future direction of Fed policy.Read More

August 16, 2019 – Bonds are in a bubble. There is no rational explanation for rates this far below the rate of inflation or for negative yields in Europe.  But when the bubble bursts is an open question.  Until then, as bond prices rise, stocks are likely to fall further.

Stocks staged a rather tentative rally yesterday after a 3% decline Wednesday when the 2-10-year Treasury yield curve briefly inverted raising fears of a recession within the next two years.…

August 16, 2019 – Bonds are in a bubble. There is no rational explanation for rates this far below the rate of inflation or for negative yields in Europe.  But when the bubble bursts is an open question.  Until then, as bond prices rise, stocks are likely to fall further.Read More

August 14, 2019 –  The yield curve has inverted raising fears of a pending recession. Clearly, current momentum is to the downside. Inflation is also fading leading to fear of deflation. All this calls for strong monetary and fiscal policy actions around the world. One ray of sunshine is the spike in mortgage refinancing applications this week.

Volatility continues. The market fell about 1.5% on Monday amid heightened trade fears and concerns about the growing demonstrations in Hong Kong. Then yesterday morning, President Trump said he would…

August 14, 2019 –  The yield curve has inverted raising fears of a pending recession. Clearly, current momentum is to the downside. Inflation is also fading leading to fear of deflation. All this calls for strong monetary and fiscal policy actions around the world. One ray of sunshine is the spike in mortgage refinancing applications this week.Read More

August 12, 2019 – Tensions in Hong Kong add risk to world economic growth should they lead to violent confrontation. They aren’t at that level yet, but today’s sit-in at Hong Kong’s airport leads to a situation that the government won’t tolerate forever. Heightened fears are causing stocks to open lower today. Hong Kong is likely to remain a market focus in the days ahead.

Stocks sold off in the last half hour on Friday bringing a very volatile week to a close. For the week, the major averages were all down, but gains mid-week…

August 12, 2019 – Tensions in Hong Kong add risk to world economic growth should they lead to violent confrontation. They aren’t at that level yet, but today’s sit-in at Hong Kong’s airport leads to a situation that the government won’t tolerate forever. Heightened fears are causing stocks to open lower today. Hong Kong is likely to remain a market focus in the days ahead.Read More

August 9, 2019 – Growth continues but downside risks are heightened by trade rhetoric and by the events unfolding in Hong Kong.

For the second straight day, stocks advanced by more than 1% more than wiping out the losses from Monday’s sharp decline. With no new news regarding tariffs, trade, currency wars…

August 9, 2019 – Growth continues but downside risks are heightened by trade rhetoric and by the events unfolding in Hong Kong.Read More

August 7, 2019 – Tariff and currency wars are causing investors to lower growth forecasts. But the fall in interest rates will raise P/E ratios. As markets adjust, volatility will remain elevated.

It has been a roller coaster week so far in the market with the Dow falling over 700 points on Monday before rallying 300 points yesterday. The catalysts for this…

August 7, 2019 – Tariff and currency wars are causing investors to lower growth forecasts. But the fall in interest rates will raise P/E ratios. As markets adjust, volatility will remain elevated.Read More

August 5, 2019 – The yuan has fallen overnight to its lowest level against the dollar in over a decade. While that will lessen the impact to U.S. consumers from promised tariffs, it’s consequences on other financial markets is hurtful. Currency markets, left alone, balance out the strengths and weaknesses of trading partners. Tariffs and currency interventions create havoc. Markets are reacting negatively this morning for the right reasons.

Stocks finished lower on Friday as traders continue to fret over President Trump’s threat to increase tariffs on an additional $300 billion of Chinese imports by 10%. Overnight, the value…

August 5, 2019 – The yuan has fallen overnight to its lowest level against the dollar in over a decade. While that will lessen the impact to U.S. consumers from promised tariffs, it’s consequences on other financial markets is hurtful. Currency markets, left alone, balance out the strengths and weaknesses of trading partners. Tariffs and currency interventions create havoc. Markets are reacting negatively this morning for the right reasons.Read More

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Awards

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