• 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.

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.

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

July 17, 1019 – As we await the flood of earnings reports to come over the next few weeks, it may be a good time to stand back and reflect on some of the major trends that have come to dominate our world today. Populism is one. The way politicians react as they hear the cries of their electorate will shape tomorrow’s world.

Stocks gave ground yesterday amid some profit taking. A sharp drop in energy prices nicked the oil sector. Late in the day, President Trump once again spoke of the possible…

July 17, 1019 – As we await the flood of earnings reports to come over the next few weeks, it may be a good time to stand back and reflect on some of the major trends that have come to dominate our world today. Populism is one. The way politicians react as they hear the cries of their electorate will shape tomorrow’s world.Read More

July 15, 2019 – The 3-month to 10-year yield curve is very close to uninverting. Fears of recession are waning and stocks march to record highs. Valuation remains a concern. A lot will depend on the moods managements display during earnings season which starts today as Citigroup reports.

Stocks continued to rally on Friday and most leading indices again closed at record high levels. With long Treasury bond yields continuing to press higher, the 3-month to 10-year yield…

July 15, 2019 – The 3-month to 10-year yield curve is very close to uninverting. Fears of recession are waning and stocks march to record highs. Valuation remains a concern. A lot will depend on the moods managements display during earnings season which starts today as Citigroup reports.Read More

July 12, 2019 – Inflation remains missing in action. The world suffers from oversupply, and millennial debt levels are starting to strain spending. The Fed will cut rates at the end of July. The only open question is how much.

Stocks finished mixed yesterday. The Dow Industrials set a new record high crossing the 27000 barrier for the first time led by UnitedHealth Group which jumped sharply after President Trump…

July 12, 2019 – Inflation remains missing in action. The world suffers from oversupply, and millennial debt levels are starting to strain spending. The Fed will cut rates at the end of July. The only open question is how much.Read More

July 10, 2019 – The big event this week will be Fed Chair Jerome Powell’s testimony to Congress beginning today. Those wanting multiple interest rate cuts this year may be disappointed by Mr. Powell’s approach of being data dependent meeting to meeting. But, based on market action this week, investors appear to have adapted to Mr. Powell’s approach to monetary policy.

Stocks finished mixed yesterday recovering from a weak open. The big economic event this week is Fed Chair Jerome Powell’s testimony before Congress today. While it continues tomorrow all the…

July 10, 2019 – The big event this week will be Fed Chair Jerome Powell’s testimony to Congress beginning today. Those wanting multiple interest rate cuts this year may be disappointed by Mr. Powell’s approach of being data dependent meeting to meeting. But, based on market action this week, investors appear to have adapted to Mr. Powell’s approach to monetary policy.Read More

July 8, 2019 – Interest rates have been the driver for rising stock prices this year. Fed Chair Jerome Powell’s comments to Congress this week could give clues to the path forward.

After Friday’s strong employment report stocks fell as the likelihood of significant rate cuts later this year were diminished. But the losses were cut by half or more at the…

July 8, 2019 – Interest rates have been the driver for rising stock prices this year. Fed Chair Jerome Powell’s comments to Congress this week could give clues to the path forward.Read More

July 5, 2019 – A strong employment report is good for the economy. A July rate cut is still an almost 100% likelihood, but future rate cuts will depend on the course of inflation and markets overseas.

Stocks rose on Wednesday as rates remained weak. But the big story today is the June employment report just released. Let me start by restating one truism that we shouldn’t…

July 5, 2019 – A strong employment report is good for the economy. A July rate cut is still an almost 100% likelihood, but future rate cuts will depend on the course of inflation and markets overseas.Read More

July 3, 2019 – Lower rates mean higher P/Es. That continues to propel stock prices higher. While lower rates and a partially inverted yield curve could portend a recession, more likely they reflect a reaction to easier monetary policy worldwide and an effort to stimulate growth.

Stocks staged a mild gain once again yesterday, and the S&P 500 set another all-time high. 10-year Treasury yields fell below 2.0%. This morning they are trading at about 1.96%…

July 3, 2019 – Lower rates mean higher P/Es. That continues to propel stock prices higher. While lower rates and a partially inverted yield curve could portend a recession, more likely they reflect a reaction to easier monetary policy worldwide and an effort to stimulate growth.Read More

June 2019 Video – What’s wrong?

The economy is in the late innings of the economic cycle. There is a tug of war between the positive and negative factors facing the economy. In this video, “What’s…

June 2019 Video – What’s wrong?Read More

July 1, 2019 – The good news coming from the Trump/Xi meeting may be less substantive than appears on the surface. While the removal of tariff threats is a relief, starting talks is a lot easier than reaching an agreement. In the meantime, nothing emanating from the summit is likely to change the GDP or earnings outlook.

Stocks rose again on Friday amid optimism that the G-20 meeting wouldn’t produce any unwanted surprises. The bond market was quiet with the 10-year Treasury yield settling around 2.0%. While…

July 1, 2019 – The good news coming from the Trump/Xi meeting may be less substantive than appears on the surface. While the removal of tariff threats is a relief, starting talks is a lot easier than reaching an agreement. In the meantime, nothing emanating from the summit is likely to change the GDP or earnings outlook.Read More

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Tower Bridge Advisors selected one of the Top 300 Advisory Firms in the U.S. by Financial Times.

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