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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

February 26, 2021 – Markets suffered across the board yesterday as yields spiked around the globe. Inflation fears are taking hold for now. Higher rates lead to lower P/E’s. Your favorite growth stocks are finally getting cheaper. Picking winners from here isn’t as easy as it was last summer.

Stocks and bonds took one on the chin again yesterday with losses across the board. As we’re becoming accustomed to seeing, last year’s winners are leading on the downside, while…

February 26, 2021 – Markets suffered across the board yesterday as yields spiked around the globe. Inflation fears are taking hold for now. Higher rates lead to lower P/E’s. Your favorite growth stocks are finally getting cheaper. Picking winners from here isn’t as easy as it was last summer.Read More

February 24, 2021 – Rising rates have led to market rotation. There are few signs this is ending anytime soon. In fact, as the pace of rate increases rises, the rotation is accelerating. Momentum investors got spanked yesterday morning. Relief came when Fed Chair Powell said rates will stay low for longer. But they won’t stay low forever. Valuations, in the end, always matter.

Stocks went on a roller coaster ride yesterday, first falling sharply in reaction to rising bond yields, but reversing course mid-session after Fed Chair Jerome Powell told Congress that the…

February 24, 2021 – Rising rates have led to market rotation. There are few signs this is ending anytime soon. In fact, as the pace of rate increases rises, the rotation is accelerating. Momentum investors got spanked yesterday morning. Relief came when Fed Chair Powell said rates will stay low for longer. But they won’t stay low forever. Valuations, in the end, always matter.Read More

February 22, 2021 – The biggest factor this morning is the ongoing rise in 10-year bond yields. Higher yields mean lower P/Es for stocks. They impact growth stocks more than value names. As the economy recovers in a rising rate environment, watch for better relative performance from value sectors and a sharp headwind to excessive speculative activity.

Last week was highlighted by a continued move higher for long-term bond yields, a modest correction among high flying tech stocks, and ongoing volatility in the speculative fringes of the…

February 22, 2021 – The biggest factor this morning is the ongoing rise in 10-year bond yields. Higher yields mean lower P/Es for stocks. They impact growth stocks more than value names. As the economy recovers in a rising rate environment, watch for better relative performance from value sectors and a sharp headwind to excessive speculative activity.Read More

February 17, 2021 – The steady rise in long rates is applying some pressure to valuation. But speculative fever, in a world where monetary and fiscal policy remain highly stimulative, continues to overwhelm corners of the market. Hence, stocks take a breather while Bitcoin continues to fly.

Stocks were mixed yesterday as good economic news was overshadowed by the ongoing steady rise in long-term bond yields. As I have noted many times, 2021 is going to be…

February 17, 2021 – The steady rise in long rates is applying some pressure to valuation. But speculative fever, in a world where monetary and fiscal policy remain highly stimulative, continues to overwhelm corners of the market. Hence, stocks take a breather while Bitcoin continues to fly.Read More

February 12, 2021 – Another slow day for the major averages with minimal change. However, under the surface there continues to be some wild action, this time in the cannabis area. Speculation is here but contained so far to a few select areas.

Stocks consolidated for the 3rd day in a row with fractional moves in the major averages. Ten years ago, a 300+ point Dow Jones Industrial Average daily trading range would…

February 12, 2021 – Another slow day for the major averages with minimal change. However, under the surface there continues to be some wild action, this time in the cannabis area. Speculation is here but contained so far to a few select areas.Read More

February 10, 2021 – The economy is gaining momentum as virus counts fade. While the media raises fears of new mutations, the facts are that the virus is fading, and life will continue to move back in the direction of normal. With money still pouring in from both the Fed and Congress, firepower for a further move up in the stock market remains in place. However, speculative fever is rising as well. Investors need to be watchful and separate true fundamental strength from fantasy.

Stocks paused yesterday, a session rather quiet on both the earnings and news front. Bond yields were flat as well. Over my last three letters, I have tried to make…

February 10, 2021 – The economy is gaining momentum as virus counts fade. While the media raises fears of new mutations, the facts are that the virus is fading, and life will continue to move back in the direction of normal. With money still pouring in from both the Fed and Congress, firepower for a further move up in the stock market remains in place. However, speculative fever is rising as well. Investors need to be watchful and separate true fundamental strength from fantasy.Read More

February 8, 2021 – As the short squeeze fervor subsides, stocks once again focus on an improving economy. Congress is close to finalizing another large spending bill, only partly aimed as a pandemic response. Friday’s employment report showed that the economy is still not running on all cylinders. But too much money is feeding speculation in financial markets that most should find concerning.

Stocks had their best week since November as the short squeeze related fears subsided. While GameStop and AMC may never get close to their recent highs again, that doesn’t mean…

February 8, 2021 – As the short squeeze fervor subsides, stocks once again focus on an improving economy. Congress is close to finalizing another large spending bill, only partly aimed as a pandemic response. Friday’s employment report showed that the economy is still not running on all cylinders. But too much money is feeding speculation in financial markets that most should find concerning.Read More

February 5, 2021 – Markets are slowly getting back to what matters most, earnings. This past quarter was solid and expectations are ramping up for 2021. Post-Covid, the future is bright, but how much upside is left?

As the GameStop and Reddit WallStreetBets mania runs out of steam, markets get back to what matters most, earnings. About two thirds of the S&P 500 components have now reported…

February 5, 2021 – Markets are slowly getting back to what matters most, earnings. This past quarter was solid and expectations are ramping up for 2021. Post-Covid, the future is bright, but how much upside is left?Read More

February 3, 2021 – The storyline yesterday was simple. The GameStop short squeeze saga faded, and investors (as opposed to speculators) celebrated. The market had one of its best days in months for all but the GameStop investors.

In the early 1600’s speculators drove the price of a Dutch tulip to levels where the bulb was worth more than a house. Of course, that mania subsided after a…

February 3, 2021 – The storyline yesterday was simple. The GameStop short squeeze saga faded, and investors (as opposed to speculators) celebrated. The market had one of its best days in months for all but the GameStop investors.Read More

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December 2020 Economic Update
“2021 - Growth vs. Inflation”

In this episode of Economic Updates, Tower Bridge Advisors CIO Jim Meyer talks about the path ahead in 2021 and the impact of growth and inflation on the stock market.

Tower Bridge Advisors is an SEC Registered Investment Advisor.