• 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

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.

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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.

Meet Our Team

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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.

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Tower Bridge Advisors Blog

From The Blog

April 3 , 2020 – A record breaking first quarter is in the books. Economic data will continue to collapse over the coming weeks. The virus data and gradual re-opening of businesses will be the main thing to focus on as investors look for a bottom and reposition their portfolios.

The market continues to search for a bottom and some semblance of normalcy. Although the volatility index is down 40% from its highs, it is still well above every other…

April 3 , 2020 – A record breaking first quarter is in the books. Economic data will continue to collapse over the coming weeks. The virus data and gradual re-opening of businesses will be the main thing to focus on as investors look for a bottom and reposition their portfolios.Read More

April 1, 2020 – Markets fell again yesterday to end the worst first quarter in stock market history. April and May data are both likely to be horrid. But markets have already priced in much of that. The key is whether the worst is priced in or not. Expect markets to churn over the next few weeks as we approach the apex of new Covid-19 cases. How we reemerge from our collective cocoons remains the unknown that markets still have to resolve.

Stocks retreated once again yesterday as the worst first quarter in stock market history came to an end. Coinciding with the rapid spread of Covid-19, stocks fell from peak to…

April 1, 2020 – Markets fell again yesterday to end the worst first quarter in stock market history. April and May data are both likely to be horrid. But markets have already priced in much of that. The key is whether the worst is priced in or not. Expect markets to churn over the next few weeks as we approach the apex of new Covid-19 cases. How we reemerge from our collective cocoons remains the unknown that markets still have to resolve.Read More

March 30, 2020 – While the news over the weekend continued to scare us all, there was nothing that was unexpected. As a result, there is much less movement this morning in pre-market trading than has been the case the last few Mondays. Perhaps that suggests volatility will finally calm down. The market’s future direction over the next several weeks will be highly dependent on virus-related news, both from public health and economic standpoints.

After a strong three-day rally, stocks gave back some ground Friday afternoon, particularly in the last half hour. Nonetheless, last week’s rally, whether it proves to be the start of…

March 30, 2020 – While the news over the weekend continued to scare us all, there was nothing that was unexpected. As a result, there is much less movement this morning in pre-market trading than has been the case the last few Mondays. Perhaps that suggests volatility will finally calm down. The market’s future direction over the next several weeks will be highly dependent on virus-related news, both from public health and economic standpoints.Read More

March 27, 2020 – A quick bill from the Government, along with recent Fed actions has propelled one of the strongest three-day rallies ever. The mass liquidation phase may be over. However, earnings announcements and any increase in the spread of Covid-19 can halt the upside. Patience after these gains is warranted

The bazooka approach is out in full force with fiscal and monetary policies ramping up. The Fed was the first to act. Lucky for them, they just had to dust…

March 27, 2020 – A quick bill from the Government, along with recent Fed actions has propelled one of the strongest three-day rallies ever. The mass liquidation phase may be over. However, earnings announcements and any increase in the spread of Covid-19 can halt the upside. Patience after these gains is warrantedRead More

March 25, 2020 – Markets soared yesterday as investors celebrated a pending aid package and hope that the economy can start to recover within the next month or so. Short covering accelerated moves to the upside. But when we open our doors and go back outside to assess the economic damage, we will see plenty of it. There is room for another 10-15% on the upside over the next few days or weeks. But when we see the extent of the economic damage, the road ahead will become a harder hill to climb.

Stocks soared about 9% yesterday, the most in one session since 1933. A variety of factors led to the gain. First and foremost, there was favorable news relative to the…

March 25, 2020 – Markets soared yesterday as investors celebrated a pending aid package and hope that the economy can start to recover within the next month or so. Short covering accelerated moves to the upside. But when we open our doors and go back outside to assess the economic damage, we will see plenty of it. There is room for another 10-15% on the upside over the next few days or weeks. But when we see the extent of the economic damage, the road ahead will become a harder hill to climb.Read More

March 23, 2020 – It was a historically bad week for equity investors, and there appears to be little let up in sight. The number of coronavirus cases escalated exponentially, cities and states locked down businesses, and Congress remains tied up in knots trying to come up with an aid solution to minimize the economic damage.

Even with a package from Congress, most assuredly to come in some form this week, it is likely that GDP in the second quarter could decline over 20%, 2x the…

March 23, 2020 – It was a historically bad week for equity investors, and there appears to be little let up in sight. The number of coronavirus cases escalated exponentially, cities and states locked down businesses, and Congress remains tied up in knots trying to come up with an aid solution to minimize the economic damage.Read More

March 20, 2020 – The market action is slowly showing some signs of normalcy. A handful of stocks and sectors may have hit their bottoms. Massive global money printing is providing a floor. We are hopeful there will be some cure in the coming months as new data looks promising. We are not out of the woods yet though.

The record books are being rewritten during this malaise. We’ve experienced eight straight days of at least 4% moves in the S&P that finally ended yesterday. The previous record was…

March 20, 2020 – The market action is slowly showing some signs of normalcy. A handful of stocks and sectors may have hit their bottoms. Massive global money printing is providing a floor. We are hopeful there will be some cure in the coming months as new data looks promising. We are not out of the woods yet though.Read More

March 18, 2020 – Yesterday’s rally marked the sixth straight 1000-point move in the Dow. Today is shaping up as another very volatile session, once again to the downside. The rush to liquidity continues. Even the algorithmic traders are rushing to reduce positions as volatility continues to spike. That explains the decline in Treasury prices, and the attendant spike in yields contrary to what logic might say. The overriding fundamental questions of when will the virus end, and how will small businesses and their employees survive, remain unanswered. As resolution gets closer, markets will ultimately find a bottom.

Once again, we experienced a 1000+ point move in the Dow Industrials. It was the sixth straight day of 1000+ moves. After Monday’s historic 3000-point loss, yesterday’s gain hardly felt…

March 18, 2020 – Yesterday’s rally marked the sixth straight 1000-point move in the Dow. Today is shaping up as another very volatile session, once again to the downside. The rush to liquidity continues. Even the algorithmic traders are rushing to reduce positions as volatility continues to spike. That explains the decline in Treasury prices, and the attendant spike in yields contrary to what logic might say. The overriding fundamental questions of when will the virus end, and how will small businesses and their employees survive, remain unanswered. As resolution gets closer, markets will ultimately find a bottom.Read More

March 16, 2020 – The bad news continues, and emotions border on panic as all non-essential activities go into lockdown mode. But valuations are becoming increasingly compelling. At emotional peaks, it is hard to call a bottom. Generally, we look for two up days in a row before we are willing to make that call. Central banks are providing liquidity, and Congress ultimately will be required to pass a TARP-like package to save certain industries from collapse. It will, especially in an election year. The darkest days may be upon us. That suggests a bottom may be near.

Stocks went on a wild ride once again on Friday ultimately recovering much of Thursday’s record losses. The market on Thursday gave all signs of sheer panic. Investors were selling…

March 16, 2020 – The bad news continues, and emotions border on panic as all non-essential activities go into lockdown mode. But valuations are becoming increasingly compelling. At emotional peaks, it is hard to call a bottom. Generally, we look for two up days in a row before we are willing to make that call. Central banks are providing liquidity, and Congress ultimately will be required to pass a TARP-like package to save certain industries from collapse. It will, especially in an election year. The darkest days may be upon us. That suggests a bottom may be near.Read More

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CNBC Top AdvisorsTower Bridge Advisors Selected one of the Top 100 Financial Advisors of 2019 by CNBC. Check it out…

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