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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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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.

Economic Update

April 2023 Webinar - Banks, the Economy and Valuation

April 2023 Economic Update – The Banks, The Economy and Valuation

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses three key topics impacting investors – Banks, the Economy and Valuation. Please watch as Jim provides some perspective on these topics and gives investors some sense of how to position portfolios for what lies ahead.

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Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

December 8, 2023 – Markets rallied yesterday but remained in tepid anticipation of today’s employment report and next week’s CPI report. The November employment report came in close to expectations with gains of 199,000. Not sure from the early read how much those numbers were enhanced by the end of the auto and Hollywood strikes. Markets reacted negatively to the report as month-over-month wages increased slightly more than anticipated. The unemployment rate fell to 3.7% as the labor participation rate rose to a pre-pandemic high.

Stocks rallied yesterday while bonds stayed mostly level in front of next week’s Federal Reserve meeting. For a change, the leaders were the big tech stocks, noticeable laggards over the…

December 8, 2023 – Markets rallied yesterday but remained in tepid anticipation of today’s employment report and next week’s CPI report. The November employment report came in close to expectations with gains of 199,000. Not sure from the early read how much those numbers were enhanced by the end of the auto and Hollywood strikes. Markets reacted negatively to the report as month-over-month wages increased slightly more than anticipated. The unemployment rate fell to 3.7% as the labor participation rate rose to a pre-pandemic high.Read More

December 6, 2023 – December has started off a lot slower than November, at least in the equity markets. While long-term interest rates continue to drift lower, so do economic expectations. Valuation also comes into play after a rally of close to 10% off recent lows. The key question over the next few months is how fast is the economy decelerating?

Stocks drifted lower yesterday amid a lack of hard news. The JOLTS survey, which measures job openings and quits, got outsized attention due to the drop in job listings last…

December 6, 2023 – December has started off a lot slower than November, at least in the equity markets. While long-term interest rates continue to drift lower, so do economic expectations. Valuation also comes into play after a rally of close to 10% off recent lows. The key question over the next few months is how fast is the economy decelerating?Read More

December 4, 2023 – Amid a period of no economic news, stocks and bonds continue to ride a wave of momentum. Near-term problems, like higher interest rates and a pending recession, appear to be receding while long-term problems, like surging deficits and out of control government spending are ignored until they become disruptive. While the long-term problems won’t disrupt the party at the moment, they will have to be addressed at some point.

The rally marches on. Friday’s strength led the Dow to its sixth straight weekly gain, something that hasn’t occurred in a few years. The headline news over the weekend was…

December 4, 2023 – Amid a period of no economic news, stocks and bonds continue to ride a wave of momentum. Near-term problems, like higher interest rates and a pending recession, appear to be receding while long-term problems, like surging deficits and out of control government spending are ignored until they become disruptive. While the long-term problems won’t disrupt the party at the moment, they will have to be addressed at some point.Read More

December 1, 2023 – Stocks finished November with a bang. December is usually a kind time for equity investors, although adding to gains of close to 10% will be challenging. While we will get employment data a week from today and a CPI report the following Tuesday, the die appears to have been cast. Markets now expect inflation is dying and the Fed, which meets again within two weeks, is finished raising rates.

November ended with a bang, at least for the Dow, with the Industrials rising 1.5% yesterday after a strong earnings report from Salesforce. However, the NASDAQ lagged amid some profit…

December 1, 2023 – Stocks finished November with a bang. December is usually a kind time for equity investors, although adding to gains of close to 10% will be challenging. While we will get employment data a week from today and a CPI report the following Tuesday, the die appears to have been cast. Markets now expect inflation is dying and the Fed, which meets again within two weeks, is finished raising rates.Read More

November 29, 2023 – Stocks continue to drift higher as the yield on 10-year Treasuries drifts lower. Seasonally, this is usually one of the strongest times of the year for stocks. While upward momentum has slowed lately, it hasn’t stopped. Perhaps the biggest news late yesterday was the passing of Charlie Munger at age 99. For decades, he was Warren Buffett’s investing partner at Berkshire Hathaway. While Buffett was always the consummate value investor, it was Munger who convinced Buffett that truly great companies don’t come cheaply. One can thank Munger for steering Berkshire toward Apple.

Stocks rose once again yesterday although gains were modest and not broad-based. Bond yields edged lower. 10-year Treasury yields are now below 4.3%. At the end of October, they touched…

November 29, 2023 – Stocks continue to drift higher as the yield on 10-year Treasuries drifts lower. Seasonally, this is usually one of the strongest times of the year for stocks. While upward momentum has slowed lately, it hasn’t stopped. Perhaps the biggest news late yesterday was the passing of Charlie Munger at age 99. For decades, he was Warren Buffett’s investing partner at Berkshire Hathaway. While Buffett was always the consummate value investor, it was Munger who convinced Buffett that truly great companies don’t come cheaply. One can thank Munger for steering Berkshire toward Apple.Read More

November 27, 2023 – A nice Thanksgiving weekend ended on a high note with another Eagles come from behind win. It was a weekend for the birds. Looking ahead, the corporate calendar is slim, beyond a bunch of early December analyst days which will impact individual stocks. The key employment and inflation numbers come out between December 8-12 just in front of the FOMC meeting that concludes December 13. Seasonally, the next several weeks are good for stocks. Hopefully, the coming data will support that bias.

Stocks were mixed on Friday but equity markets still managed their fourth straight up week. Bond yields ended lower for the week with the 10-year Treasury now at 4.47%. Earnings…

November 27, 2023 – A nice Thanksgiving weekend ended on a high note with another Eagles come from behind win. It was a weekend for the birds. Looking ahead, the corporate calendar is slim, beyond a bunch of early December analyst days which will impact individual stocks. The key employment and inflation numbers come out between December 8-12 just in front of the FOMC meeting that concludes December 13. Seasonally, the next several weeks are good for stocks. Hopefully, the coming data will support that bias.Read More

November 22, 2023 – In a dull Thanksgiving week, two stories dominate: the turmoil at OpenAI, and the spectacular earnings at Nvidia. The two companies are linked. The explosive demand for generative AI has led to explosive sales growth at Nvidia. Alas, on Wall Street, it’s all about how expectations match up to reality. Expectations have exploded over the past year. Do they have further to go or are they getting ahead of future reality? That is always the dilemma investors face.

Yesterday was a quiet session leading off a week that is only likely to get quieter. Today is a full trading session but investors are more likely on their way…

November 22, 2023 – In a dull Thanksgiving week, two stories dominate: the turmoil at OpenAI, and the spectacular earnings at Nvidia. The two companies are linked. The explosive demand for generative AI has led to explosive sales growth at Nvidia. Alas, on Wall Street, it’s all about how expectations match up to reality. Expectations have exploded over the past year. Do they have further to go or are they getting ahead of future reality? That is always the dilemma investors face.Read More

November 20, 2023 – This is likely to be a quiet holiday-shortened week. The big corporate news over the weekend was the ouster of Sam Altman as CEO of the leading AI company. The big earnings news this week will come from Nvidia tomorrow after the close. Expectations are high given Nvidia’s role as the producer of the most effective chips used to perform AI searches and create solutions.

The momentum from the October rally in both the bond and stock markets slowed last week as bargains started to disappear and no new catalyst surfaced to drive prices materially…

November 20, 2023 – This is likely to be a quiet holiday-shortened week. The big corporate news over the weekend was the ouster of Sam Altman as CEO of the leading AI company. The big earnings news this week will come from Nvidia tomorrow after the close. Expectations are high given Nvidia’s role as the producer of the most effective chips used to perform AI searches and create solutions.Read More

November 17, 2023 – While changing interest rates remain the dominant influence on stock prices, weak earnings from Wal-Mart and Cisco were headwinds yesterday. But rates are taking over this morning pushing futures higher once again.

Stocks were little changed yesterday. Positive momentum and lower interest rates were offset by weak earnings reports from Dow Components Cisco# and Wal-Mart. Indeed, the Wal-Mart reaction puts an exclamation…

November 17, 2023 – While changing interest rates remain the dominant influence on stock prices, weak earnings from Wal-Mart and Cisco were headwinds yesterday. But rates are taking over this morning pushing futures higher once again.Read More

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