• 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

July 1, 2020 – Q1 was the worst quarter for the stock market in decades but ended with a rally. Q2 was one of the best quarters but ended mixed. Perhaps that ending is a harbinger for a bumpy Q3, with Covid-19 winners continuing to shine while those badly damaged by the pandemic still struggle for survival.

Stocks finished the second quarter with a solid rally. It was the best Q2 in more than two decades, following the worst Q1 over an even longer span of time.…

July 1, 2020 – Q1 was the worst quarter for the stock market in decades but ended with a rally. Q2 was one of the best quarters but ended mixed. Perhaps that ending is a harbinger for a bumpy Q3, with Covid-19 winners continuing to shine while those badly damaged by the pandemic still struggle for survival.Read More

June 29, 2020 – Rising Covid-19 fears rocked markets of Friday. But this isn’t the second coming of New York in April. Don’t expect another collapse. Rather, markets will react to changing news flow in a volatile manner in the weeks and months ahead.

Stocks fell sharply on Friday as Covid-19 fears rose along with a spike in new cases in some of the country’s most populous states. As always, there appears to be…

June 29, 2020 – Rising Covid-19 fears rocked markets of Friday. But this isn’t the second coming of New York in April. Don’t expect another collapse. Rather, markets will react to changing news flow in a volatile manner in the weeks and months ahead.Read More

June 26, 2020 – A fully valued market battles with rising Covid cases and a confused consumer. Reopening efforts are paused in some areas while Government stimulus checks may already be spent by many. A summer consolidation period continues to look like a base case after a massive rally.

As expected, choppy market action continues after the massive rally off March lows runs out of steam. A combination of full valuations, rising Covid cases and a cooling in reopening…

June 26, 2020 – A fully valued market battles with rising Covid cases and a confused consumer. Reopening efforts are paused in some areas while Government stimulus checks may already be spent by many. A summer consolidation period continues to look like a base case after a massive rally.Read More

June 24, 2020 – Stocks once again look extended after a 7-day rally. Leadership is narrowing. The foreign and retail speculators who so often are active late in a bull market are active once again. Take the time to rebalance. Don’t chase this rally.

Stocks rose yet again yesterday, although finishing below their best levels of the day. Once again, the tech sector, led by the FANG stocks plus Microsoft# and Apple#, was the…

June 24, 2020 – Stocks once again look extended after a 7-day rally. Leadership is narrowing. The foreign and retail speculators who so often are active late in a bull market are active once again. Take the time to rebalance. Don’t chase this rally.Read More

June 22, 2020 – Stocks have begun to move sideways as concerns of an enduring first wave of Covid-19 starts to show increases in the infection rate. There are a few locations where the spread threatens to get out of control. While the locations are few, they can be precursors to others. How the spread is handled may provide clues to the economic consequences over the next several months

Stocks were mixed with a modest downside bias on Friday.   As noted previously, the sharp 6%+ drop a week ago Thursday seemed to usher in a choppier environment.  The euphoria…

June 22, 2020 – Stocks have begun to move sideways as concerns of an enduring first wave of Covid-19 starts to show increases in the infection rate. There are a few locations where the spread threatens to get out of control. While the locations are few, they can be precursors to others. How the spread is handled may provide clues to the economic consequences over the next several monthsRead More

June 19, 2020 – Positive China trade news is boosting global markets. Much better than expected economic data has helped us recover a large chunk of last week’s massive sell-off. The future looks bright, even if valuations are at extremes. A trading range to consolidate these gains would be normal.

An unexpected report detailing China’s intent to accelerate their farm purchases in accordance with the trade deal sent global markets higher overnight. Also, China’s major shopping event yesterday, aptly labeled…

June 19, 2020 – Positive China trade news is boosting global markets. Much better than expected economic data has helped us recover a large chunk of last week’s massive sell-off. The future looks bright, even if valuations are at extremes. A trading range to consolidate these gains would be normal.Read More

June 17, 2020 – Yesterday was another seesaw day in the market, this one with a happy ending. The Dow opened up 800 points, gave almost all of it back by late morning, rallied hard, but finished off its best levels of the day. Since about a week ago, volatility has returned in spades. With that said, markets have generally become directionless, moving 500-1000 points in spastic fashion before reversing.

But one cannot sit back and look without that constant reminder, “don’t fight the Fed”. The Federal Reserve is now committed to buying individual bonds. Buying ETF shares and holding…

June 17, 2020 – Yesterday was another seesaw day in the market, this one with a happy ending. The Dow opened up 800 points, gave almost all of it back by late morning, rallied hard, but finished off its best levels of the day. Since about a week ago, volatility has returned in spades. With that said, markets have generally become directionless, moving 500-1000 points in spastic fashion before reversing.Read More

June 15, 2020 – Stocks rallied on Friday, but came nowhere near to erasing Thursday’s sharp losses. Bond yields continued to fall, reflecting rising concerns about the current economic strength in the U.S.

From the time states began to reopen until last week, investors were celebrating the reopening of our economy. Businesses were reopening, consumers started to wear a smile, and Americans gave…

June 15, 2020 – Stocks rallied on Friday, but came nowhere near to erasing Thursday’s sharp losses. Bond yields continued to fall, reflecting rising concerns about the current economic strength in the U.S.Read More

June 12, 2020 – A much needed correction is underway. Excessive valuations, overbought conditions, rising Covid cases and Fed commentary created a mini perfect storm to book profits. Industry leaders and long-term winners are getting back to buyable zones. However, some patience is warranted at the moment.

The inevitable pullback is finally upon us. After a 48% rise in the S&P 500 from the lows, a pause is welcome news. The market overdid it on the downside…

June 12, 2020 – A much needed correction is underway. Excessive valuations, overbought conditions, rising Covid cases and Fed commentary created a mini perfect storm to book profits. Industry leaders and long-term winners are getting back to buyable zones. However, some patience is warranted at the moment.Read More

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