• 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

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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.

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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.

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.  Contact us today.

Tower Bridge Advisors Blog

From The Blog

April 15, 2019 – Today should be quieter after a robust rally on Friday in reaction to strong bank earnings and a big energy merger. Talks out of Washington over steps to increase growth meaningfully are nothing more than political noise. But moderate growth, low interest rates and a stable dollar are a combination equity investors should enjoy.

Stocks staged a solid rally on Friday led by financials, reacting to solid earnings from JPMorgan Chase# and others, and by energy stocks, reacting to an announced takeover of Anadarko…

April 15, 2019 – Today should be quieter after a robust rally on Friday in reaction to strong bank earnings and a big energy merger. Talks out of Washington over steps to increase growth meaningfully are nothing more than political noise. But moderate growth, low interest rates and a stable dollar are a combination equity investors should enjoy.Read More

April 12, 2019 – Skeptics are always looking for imbalances but, today, they simply aren’t present. Those predicting recession over the next 1-2 years need to demonstrate how the imbalances that cause recession are going to happen. Without significant central bank or government intervention, we think world economies can move forward at a modest pace for some time to come.

Stocks were mixed yesterday. The Dow finished lower because of weakness in United Healthcare. This morning there is a lot of news to consider. Late yesterday, Disney# rolled out its…

April 12, 2019 – Skeptics are always looking for imbalances but, today, they simply aren’t present. Those predicting recession over the next 1-2 years need to demonstrate how the imbalances that cause recession are going to happen. Without significant central bank or government intervention, we think world economies can move forward at a modest pace for some time to come.Read More

April 10, 2019 – Q1 earnings season gets underway tomorrow as three major banks report. It will probably be the weakest of the year, a combination of a slower economy and a strong dollar. Much of that should be priced into stocks already, but the recent sharp gains might suggest that the margin for error is pretty small. Expect a bumpy next few weeks after the nice ride in the first quarter.

Stocks fell yesterday. While the media blamed it on jitters over possible weak first quarter earnings, the more likely reason was simply profit taking. First quarter earnings season gets started…

April 10, 2019 – Q1 earnings season gets underway tomorrow as three major banks report. It will probably be the weakest of the year, a combination of a slower economy and a strong dollar. Much of that should be priced into stocks already, but the recent sharp gains might suggest that the margin for error is pretty small. Expect a bumpy next few weeks after the nice ride in the first quarter.Read More

April 8, 2019 – The arguments over income inequality, inadequate public education, and how large a role government should play in the future will be the focus of our national debate leading to the 2020 election. As the issues get more focused, markets will react if they see change coming. It is a debate that bears close watching.

Stocks continued to rise on Friday after an almost perfect employment report showed healthy growth in jobs, plus a steady rise in wages that will raise real income without threatening…

April 8, 2019 – The arguments over income inequality, inadequate public education, and how large a role government should play in the future will be the focus of our national debate leading to the 2020 election. As the issues get more focused, markets will react if they see change coming. It is a debate that bears close watching.Read More

April 5, 2019 – Markets have been marching toward all-time highs once again. Whether they break through or not will depend largely on the outcome of first quarter earnings and trade negotiations with China.

Stocks closed mixed once again yesterday. While the Dow Jones Industrials posted nice gains, the S&P 500 rose just 0.2%, and the NASDAQ Composite was down slightly.   Most of the…

April 5, 2019 – Markets have been marching toward all-time highs once again. Whether they break through or not will depend largely on the outcome of first quarter earnings and trade negotiations with China.Read More

April 3, 2019 -Markets keep rising in the absence of bad news. Chinese growth seems to have stabilized, and U.S. manufacturing and housing improvement suggest Q1 will be the slowest quarter this year. Earnings season, which starts soon, won’t be great but much of the pain has already been discounted.

Stocks continued to rally on good economic news. The Dow Jones Industrials fell but only because of a sharp drop in the price of Walgreens Boots Alliance after a very…

April 3, 2019 -Markets keep rising in the absence of bad news. Chinese growth seems to have stabilized, and U.S. manufacturing and housing improvement suggest Q1 will be the slowest quarter this year. Earnings season, which starts soon, won’t be great but much of the pain has already been discounted.Read More

April 1, 2019 – Good economic data from China and the U.K. have stocks ready to start Q2 the way they ended Q1. While Q1 earnings will probably decline, that is already recognized. As long as government interference can be kept to a minimum, the outlook for the rest of the year is pretty good.

Markets finished the first quarter strong on Friday and look to extend gains this morning. Today’s driver is a report from China showing an uptick in activity. China has been…

April 1, 2019 – Good economic data from China and the U.K. have stocks ready to start Q2 the way they ended Q1. While Q1 earnings will probably decline, that is already recognized. As long as government interference can be kept to a minimum, the outlook for the rest of the year is pretty good.Read More

March 29, 2019 – Lyft comes public today and will certainly get a rousing reception. It will be the first of what promises to be a wave of new generation IPOs. But we have seen these IPO waves before. While they are exciting to watch, they don’t always end well. Anyone who tells you where Lyft will be a decade from now is simply speculating. History suggests most of the next wave of new offerings will probably be less successful than early speculators believe.

Stocks showed modest gains overall yesterday in a somewhat mixed market. Bond yields stabilized and moved back up a bit. This provided a bit of a floor for bank stocks…

March 29, 2019 – Lyft comes public today and will certainly get a rousing reception. It will be the first of what promises to be a wave of new generation IPOs. But we have seen these IPO waves before. While they are exciting to watch, they don’t always end well. Anyone who tells you where Lyft will be a decade from now is simply speculating. History suggests most of the next wave of new offerings will probably be less successful than early speculators believe.Read More

March 27, 2019 – Stocks rallied yesterday but gave back more than half their morning gains by mid-afternoon. In other words, it was a rally without conviction as markets still worried about the impact of an inverted yield curve over the 0-5 year range.

The yields on U.S. bonds fell largely in sympathy to the sharp drop in yields overseas, mostly in Europe.  German bonds up to 10 years maturity fell into negative yields. …

March 27, 2019 – Stocks rallied yesterday but gave back more than half their morning gains by mid-afternoon. In other words, it was a rally without conviction as markets still worried about the impact of an inverted yield curve over the 0-5 year range.Read More

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