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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

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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.

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

November 25, 2022 – Momentum continues to push stocks towards the upper end of their trading ranges. Investors still have plenty of cash on the sidelines. So long as the dollar and interest rates continue their recent declines, stocks could keep advancing. As stocks start to recoup earlier losses, valuations are becoming quite full again. We examine some relevant questions investors have been contemplating lately.

Although Black Friday is not the shopping spree it used to be, bond and stock markets will close early today. The tradition started back in 1992 as exchanges realized that…

November 25, 2022 – Momentum continues to push stocks towards the upper end of their trading ranges. Investors still have plenty of cash on the sidelines. So long as the dollar and interest rates continue their recent declines, stocks could keep advancing. As stocks start to recoup earlier losses, valuations are becoming quite full again. We examine some relevant questions investors have been contemplating lately.Read More

November 23, 2022 – Stocks continued to rally as fears of recession receded. Earnings reports from retailers were generally positive, reflecting an economy that is still growing. Inflation appears to have peaked. Gasoline prices are down 3% in a week, not bad right before holiday travel starts. In short, investors are still in a good mood. Valuation concerns will ultimately limit the upside from here.

Stocks continued to climb as fears of a recession waned. Bond markets were relatively quiet. Oil prices rebounded as traders were unsure whether OPEC would raise production as much as…

November 23, 2022 – Stocks continued to rally as fears of recession receded. Earnings reports from retailers were generally positive, reflecting an economy that is still growing. Inflation appears to have peaked. Gasoline prices are down 3% in a week, not bad right before holiday travel starts. In short, investors are still in a good mood. Valuation concerns will ultimately limit the upside from here.Read More

November 21, 2022 – It should be a quiet holiday week with little in the way of important corporate or economic news on the horizon. The big corporate story this morning, is the return of Bob Iger as CEO of Disney. Crypto talk still dominates the front page but has little bearing on overall financial markets.

Stocks rose again Friday, lifted by a late afternoon rally. Bond yields crept higher. Oil prices fell. The tech sector continues to lag, a combination of valuation concerns and deteriorating…

November 21, 2022 – It should be a quiet holiday week with little in the way of important corporate or economic news on the horizon. The big corporate story this morning, is the return of Bob Iger as CEO of Disney. Crypto talk still dominates the front page but has little bearing on overall financial markets.Read More

November 18, 2022 – As we enter the final weeks of a very rough 2022, one must start looking towards 2023. Unfortunately, the outlook is just as cloudy. While the Fed rate hiking schedule will come to an end, previous rate hikes are still cycling through our economy. Seasonality usually favors the bulls following an election and post-Halloween, but that does not always work. In the end, we must see earnings rise to expect gains to advance from here.

Six months ago, major stock averages were at similar levels as today. The Dow Jones Industrial average has been the strongest since then, with a ~2% advance since June. Rotation…

November 18, 2022 – As we enter the final weeks of a very rough 2022, one must start looking towards 2023. Unfortunately, the outlook is just as cloudy. While the Fed rate hiking schedule will come to an end, previous rate hikes are still cycling through our economy. Seasonality usually favors the bulls following an election and post-Halloween, but that does not always work. In the end, we must see earnings rise to expect gains to advance from here.Read More

November 16, 2022 – Stocks continue to rise on signs of slower inflation, but bargains are disappearing. Even if inflation slows to a pace that allows the Fed to take a back seat, a high P/E and meager earnings growth limit upside potential. At the same time, there is little reason to expect the lows of early October to be violated. As investors see limited upside, the rally of the last six weeks should moderate a bit.

Stocks continued to rally yesterday after a favorable PPI report showed commodity inflation slowing. That really should have come as no surprise. Markets were also boosted by a stronger than…

November 16, 2022 – Stocks continue to rise on signs of slower inflation, but bargains are disappearing. Even if inflation slows to a pace that allows the Fed to take a back seat, a high P/E and meager earnings growth limit upside potential. At the same time, there is little reason to expect the lows of early October to be violated. As investors see limited upside, the rally of the last six weeks should moderate a bit.Read More

November 14, 2022 – Stocks continued to surge last week after a favorable inflation report. While inflation may have peaked, it remains too high. The fight to bring it down is still going to take a lot of time and will stifle economic growth until it’s over. The recent market surge has diminished the number of bargains that existed when trader sentiment was so negative. Now, amid fair or even slightly expensive valuations, this isn’t the time to chase, even assuming momentum could carry the market a bit further.

Stocks had another very strong week, building on the strength exhibited in October. A favorable CPI report on Thursday sparked a huge rally, lifting the Dow by 3% and the…

November 14, 2022 – Stocks continued to surge last week after a favorable inflation report. While inflation may have peaked, it remains too high. The fight to bring it down is still going to take a lot of time and will stifle economic growth until it’s over. The recent market surge has diminished the number of bargains that existed when trader sentiment was so negative. Now, amid fair or even slightly expensive valuations, this isn’t the time to chase, even assuming momentum could carry the market a bit further.Read More

November 11, 2022 – Finally, an inflation report for the bulls. Stocks and bonds moved in unison yesterday, with the most oversold areas (Big Tech, REIT’s and Consumer Discretionary) leading the 4%+ surge higher across all indices. Interest rates also collapsed across the yield curve. While clearly a positive inflation update, we caution on expectations for a sudden easing of market conditions.

We have been noting for months that leading economic indicators have all been pointing to inflation cooling, money supply tightening, hiring plans dropping and growth going lower. However, these variables…

November 11, 2022 – Finally, an inflation report for the bulls. Stocks and bonds moved in unison yesterday, with the most oversold areas (Big Tech, REIT’s and Consumer Discretionary) leading the 4%+ surge higher across all indices. Interest rates also collapsed across the yield curve. While clearly a positive inflation update, we caution on expectations for a sudden easing of market conditions.Read More

November 9, 2022 – Stocks continued to rally amid market rotation away from tech. Dow constituent Disney will be a drag this morning after a disappointing earnings report last evening. The next big news for investors to digest will be tomorrow’s CPI report. The election proved closer than most thought, but Republicans seem likely to regain control of the House.

Stocks rallied once again as bond yields held steady. Economic data continues to show an economy in slow growth mode. Thursday morning’s CPI release will give some hint as to…

November 9, 2022 – Stocks continued to rally amid market rotation away from tech. Dow constituent Disney will be a drag this morning after a disappointing earnings report last evening. The next big news for investors to digest will be tomorrow’s CPI report. The election proved closer than most thought, but Republicans seem likely to regain control of the House.Read More

November 7, 2022 – Volatility accompanies change. Investors are accepting that the battle against inflation will take longer than previously hoped. At the same time, the economic impact is stirring a pronounced rotation within the stock market, creating a large number of winners and losers within a choppy market.

Stocks went for a wild ride Friday after an employment report that showed the economy was continuing to grow and wage rate increases were still higher than central bankers wanted…

November 7, 2022 – Volatility accompanies change. Investors are accepting that the battle against inflation will take longer than previously hoped. At the same time, the economic impact is stirring a pronounced rotation within the stock market, creating a large number of winners and losers within a choppy market.Read More

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February 2022 Economic Update - 
The New Normal?

In this video, Jim Vogt, Co-Chief Investment Officer of Tower Bridge Advisors, discusses the outlook for the markets in the months ahead. What will the New Normal look like?

Tower Bridge Advisors is an SEC Registered Investment Advisor.