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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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Why Choose Tower Bridge Advisors?

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Experienced investment team, customized and transparent portfolios
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Access our Market Commentary for our perspective on the economy and the investment markets
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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

Receive our timely and concise perspective on current market conditions every Monday, Wednesday and Friday.

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

July 28, 2021 – This earnings season has brought an explosion of record results. Last night Apple, Microsoft, Alphabet and Visa all beat estimates substantially on both the top and bottom lines. Muted overnight reaction suggests that the results were already baked in the cake. Temporary margin gains from better than expected revenue growth may not be sustainable.

Stocks fell yesterday despite continued strong earnings. The FOMC meeting concludes today but the market will most likely be dominated by investor reaction to overnight earnings reports from giants like…

July 28, 2021 – This earnings season has brought an explosion of record results. Last night Apple, Microsoft, Alphabet and Visa all beat estimates substantially on both the top and bottom lines. Muted overnight reaction suggests that the results were already baked in the cake. Temporary margin gains from better than expected revenue growth may not be sustainable.Read More

July 26, 2021 – After a rocky start last week, investors figured out that the likely economic consequences of the Delta variant won’t be significant nor long lasting. Hopefully, the virus won’t prove us wrong. The big item on the calendar this week is the FOMC meeting, which isn’t likely to be very controversial.

Stocks rose to new highs Friday culminating in a four-day rally after last Monday’s sharp losses related to rising Covid-19 related fears. Earnings season has been generally on target with…

July 26, 2021 – After a rocky start last week, investors figured out that the likely economic consequences of the Delta variant won’t be significant nor long lasting. Hopefully, the virus won’t prove us wrong. The big item on the calendar this week is the FOMC meeting, which isn’t likely to be very controversial.Read More

July 23, 2021 – A scary start to the week is ending at possible all-time highs in major averages. Strong earnings, especially from banks, are pointing to a better Q2 than many expected. That being said, narrow leadership points to some concern in the near term.

We have been expecting market volatility to pick up as our economy shifts gears coming out of the pandemic. Stay-at-home stocks were massive winners in 2020, while reopening companies took…

July 23, 2021 – A scary start to the week is ending at possible all-time highs in major averages. Strong earnings, especially from banks, are pointing to a better Q2 than many expected. That being said, narrow leadership points to some concern in the near term.Read More

July 21, 2021 – Bond yields are low because our world is awash with money. As money supply growth recedes and the Fed starts tapering, yields could rise. A lot depends on what corporations and individuals do with excess cash. On the inflation front, while some commodity prices are receding, demand for rents and labor are increasing. It’s hard to buy the Fed’s “transient” argument if rents and wages increase persistently. If inflation becomes enduring, the Fed may have to adjust its plans.

Stocks rebounded from Monday’s sharp loss as investors reevaluated the economic impact of a sharp increase in the Delta variant of Covid-19. While the future courses of infection, hospitalization and…

July 21, 2021 – Bond yields are low because our world is awash with money. As money supply growth recedes and the Fed starts tapering, yields could rise. A lot depends on what corporations and individuals do with excess cash. On the inflation front, while some commodity prices are receding, demand for rents and labor are increasing. It’s hard to buy the Fed’s “transient” argument if rents and wages increase persistently. If inflation becomes enduring, the Fed may have to adjust its plans.Read More

July 19, 2021 – Stocks fell on Friday once again despite strong data on retail sales. Perhaps the biggest issue affecting markets was the acceleration of the Delta variant of Covid-19. In percentage terms, the number of cases in the U.S. continued to climb sharply. There was no better proof of concern than the price action in the stock of vaccine maker Moderna. Last week, its shares rose by almost 20%.

One of the tragedies of the Delta variant is that its impact in developed nations like the U.S. could be significantly muted if more of the unvaccinated got the injections.…

July 19, 2021 – Stocks fell on Friday once again despite strong data on retail sales. Perhaps the biggest issue affecting markets was the acceleration of the Delta variant of Covid-19. In percentage terms, the number of cases in the U.S. continued to climb sharply. There was no better proof of concern than the price action in the stock of vaccine maker Moderna. Last week, its shares rose by almost 20%.Read More

July 16, 2021 – Interest rates dropped again yesterday, but counterintuitively, bank stocks rose while growth stocks suffered. Our “transition” period is sure to continue to confound investors and bring more volatility. We touch on inflation data, margin expansion and market breadth/valuations in today’s note.

Transition remains the name of the game this week. Major averages, led by mega caps, touched new highs, but are basically flopping around with increased intraday volatility while the average…

July 16, 2021 – Interest rates dropped again yesterday, but counterintuitively, bank stocks rose while growth stocks suffered. Our “transition” period is sure to continue to confound investors and bring more volatility. We touch on inflation data, margin expansion and market breadth/valuations in today’s note.Read More

July 14, 2021 – The sharp rise in the CPI for June and the Senate Budget Committee’s approval of a $3.25 trillion spending package once again points to a transitional economic moment. Some of the inflationary components may be transitory and the budget proposal is a long way from passing. Change in the macro environment means changes in the investment world as well.

Stocks drifted lower yesterday after a surprisingly hot inflation report for June. This once again raised issues regarding the possible timing of the Fed’s bond purchase tapering process. Strong earnings…

July 14, 2021 – The sharp rise in the CPI for June and the Senate Budget Committee’s approval of a $3.25 trillion spending package once again points to a transitional economic moment. Some of the inflationary components may be transitory and the budget proposal is a long way from passing. Change in the macro environment means changes in the investment world as well.Read More

July 12, 2021 – Transitions bring both uncertainty and volatility. We saw that last week in the bond market. Expect more of the same in all financial markets over the next several months as investors digest slowing growth rates, less monetary intervention, and greater regulation.

Stocks rose sharply on Friday, largely erasing the large losses experienced Thursday as the yield on 10-year Treasuries fell to as low as 1.25% in early morning hours. While the…

July 12, 2021 – Transitions bring both uncertainty and volatility. We saw that last week in the bond market. Expect more of the same in all financial markets over the next several months as investors digest slowing growth rates, less monetary intervention, and greater regulation.Read More

July 9, 2021 – Stocks took a breather yesterday with losses across the board. Interest rates continue to defy bears with 10-year Treasury yields down nearly 50bps in short order to 1.29% during one of the most bullish economic data sets of our time. The Delta variant and numerous re-lockdowns globally are causing a fresh bout of fear.

It is often said that smart money resides in bond land. With the total value of bonds outstanding being 3X that of equities, there may be some truth to this…

July 9, 2021 – Stocks took a breather yesterday with losses across the board. Interest rates continue to defy bears with 10-year Treasury yields down nearly 50bps in short order to 1.29% during one of the most bullish economic data sets of our time. The Delta variant and numerous re-lockdowns globally are causing a fresh bout of fear.Read More

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June 2021 Economic Update
“Is this a Bubble?”

In this episode of Economic Updates, Chris Gildea, a Principal and Portfolio Manager with Tower Bridge Advisors, analyzes key factors to assess the current state of the economy.

Tower Bridge Advisors is an SEC Registered Investment Advisor.

June 2021 Economic Outlook Webinar