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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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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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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.

Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

June 24, 2022 – The battle to tame inflation has likely hit its apex as market fears now shift to whether a recession is coming and how strong it will be. Stocks and bonds price in what is a base case for 9-12 months from now. With interest rates collapsing, oil finally coming down, and many commodity prices getting crushed, one has to wonder if we still have a lot more negative economic news coming and how bad a recession might become.

A sugar rush of epic proportions drove markets to the moon immediately following a Covid outbreak. Even the rebuilding during World War II didn’t see as much cash thrown into…

June 24, 2022 – The battle to tame inflation has likely hit its apex as market fears now shift to whether a recession is coming and how strong it will be. Stocks and bonds price in what is a base case for 9-12 months from now. With interest rates collapsing, oil finally coming down, and many commodity prices getting crushed, one has to wonder if we still have a lot more negative economic news coming and how bad a recession might become.Read More

June 22, 2022 – Yesterday’s relief rally looks to be another bear market one-day wonder. Any enduring rally needs to align with better economic news or signs that inflation is slowing. Oil prices seem to be stabilizing around the $110 per barrel range and other commodities have given back some ground lately. Those changes haven’t flowed through to retail prices yet, but they should. When signs are clearer there is room for stocks to rally.

Stocks staged a relief rally yesterday, but based on the futures market overnight, it isn’t likely to last. Bond yields moved a bit higher but are falling back this morning.…

June 22, 2022 – Yesterday’s relief rally looks to be another bear market one-day wonder. Any enduring rally needs to align with better economic news or signs that inflation is slowing. Oil prices seem to be stabilizing around the $110 per barrel range and other commodities have given back some ground lately. Those changes haven’t flowed through to retail prices yet, but they should. When signs are clearer there is room for stocks to rally.Read More

June 17, 2022 – Fed officials gave what the markets priced in just 48 hours earlier, a 75bps increase in Fed Funds. This pull-forward of rate hikes comes in response to a robust job market and inflationary reports showing no slowdown in the economy or pricing. The fear now is that central banks only have one way to stop inflation, force a recession.

In what is becoming a common occurrence for markets, the Fed meeting was met with a substantial move higher in stocks during their Wednesday afternoon press conference, only to be…

June 17, 2022 – Fed officials gave what the markets priced in just 48 hours earlier, a 75bps increase in Fed Funds. This pull-forward of rate hikes comes in response to a robust job market and inflationary reports showing no slowdown in the economy or pricing. The fear now is that central banks only have one way to stop inflation, force a recession.Read More

June 15, 2022 – For months the Fed has been behind the curve when it comes to fighting inflation. As investors we have all paid the price. Today’s FOMC meeting gives it one more chance to be forceful, to roll out the heavy artillery. A 75-basis point rate increase is expected, but the real story will emanate from Jerome Powell’s post-FOMC press conference. There are already early signs of a slowing economy. The Fed simply has to convince investors that it will do whatever is needed to defeat inflation. It has talked the talk before. Investors want more details. If he can convince investors he has the right strategy and enough tools, markets can stabilize.

After three sessions that knocked the major averages down by a cumulative 7%+, yesterday’s modest loss almost seemed to be a victory. Today’s FOMC meeting outcome and an ensuing press…

June 15, 2022 – For months the Fed has been behind the curve when it comes to fighting inflation. As investors we have all paid the price. Today’s FOMC meeting gives it one more chance to be forceful, to roll out the heavy artillery. A 75-basis point rate increase is expected, but the real story will emanate from Jerome Powell’s post-FOMC press conference. There are already early signs of a slowing economy. The Fed simply has to convince investors that it will do whatever is needed to defeat inflation. It has talked the talk before. Investors want more details. If he can convince investors he has the right strategy and enough tools, markets can stabilize.Read More

June 13, 2022 – Friday’s report on Consumer Prices told us all that the fight against inflation will be harder than previously anticipated. This week, the Fed will increase interest rates again. It may suggest the ultimate Fed Funds rate this cycle will need to be higher than previously thought. None of this is good news for equity investors.

Friday’s CPI report didn’t make investors happy. Led by sharply higher energy expenses, and the fastest growing shelter costs in decades, the message loud and clear was that inflation shows…

June 13, 2022 – Friday’s report on Consumer Prices told us all that the fight against inflation will be harder than previously anticipated. This week, the Fed will increase interest rates again. It may suggest the ultimate Fed Funds rate this cycle will need to be higher than previously thought. None of this is good news for equity investors.Read More

June 10, 2022 – CPI headlines should dominate trading action today. Markets have been trading in a tight, slightly negative range after an oversold bounce brought major averages up ~10% over the prior few weeks. Investors hope that today’s report offers positive glimpses at what we should expect over the slower summer months with respect to lower inflation.

By the time you get this report we will have an all-important inflation data point with CPI for May. I have no prediction, but a few analysts like JP Morgan’s…

June 10, 2022 – CPI headlines should dominate trading action today. Markets have been trading in a tight, slightly negative range after an oversold bounce brought major averages up ~10% over the prior few weeks. Investors hope that today’s report offers positive glimpses at what we should expect over the slower summer months with respect to lower inflation.Read More

June 8, 2022 – We are in that quiet zone between earnings seasons with little important economic news. Stocks move up one day and down the next. While Friday’s CPI report and next week’s FOMC meeting will be highlights, the collective outcome of second quarter earnings reports to be announced a month from now will be key to the market’s direction over the summer. Risks remain elevated.

Stocks staged an afternoon rally yesterday, erasing early losses. For the week to date, stocks are still in the red after falling 9 of the past 10 weeks. But the…

June 8, 2022 – We are in that quiet zone between earnings seasons with little important economic news. Stocks move up one day and down the next. While Friday’s CPI report and next week’s FOMC meeting will be highlights, the collective outcome of second quarter earnings reports to be announced a month from now will be key to the market’s direction over the summer. Risks remain elevated.Read More

June 6, 2022 – Last week stocks fluctuated in a seesaw pattern with a slight downward bias after the spectacular recovery two weeks ago. Obviously, a 6% weekly move can’t be sustained for long. It was encouraging to see markets act as well as they did in the face of uneven corporate and economic news.

Last week, four moments stood out: 1. JPMorgan Chase’s CEO Jamie Dimon’s somewhat pessimistic economic outlook 2. Microsoft’s# announcement reining in Q2 earnings estimates 3. The jump in bond yields…

June 6, 2022 – Last week stocks fluctuated in a seesaw pattern with a slight downward bias after the spectacular recovery two weeks ago. Obviously, a 6% weekly move can’t be sustained for long. It was encouraging to see markets act as well as they did in the face of uneven corporate and economic news.Read More

June 3, 2022 – A confusing “hurricane” update from Jamie Dimon of JP Morgan#. A lowered earnings projection from Microsoft#. Profit headwinds for Salesforce relative to expectations. Lackluster jobs report from ADP on private payrolls. An unexpected departure from Facebook’s# C-Suite. 10-year Treasury rates jumping 20bps back towards 3%. A lot of negative headlines, but stocks are holding their own…so far.

It is often noted that stocks bottom before all the bad news is reported and vice versa. We’ve discussed here numerous times that a really bad earnings update, followed by…

June 3, 2022 – A confusing “hurricane” update from Jamie Dimon of JP Morgan#. A lowered earnings projection from Microsoft#. Profit headwinds for Salesforce relative to expectations. Lackluster jobs report from ADP on private payrolls. An unexpected departure from Facebook’s# C-Suite. 10-year Treasury rates jumping 20bps back towards 3%. A lot of negative headlines, but stocks are holding their own…so far.Read More

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February 2022 Economic Update - 
The New Normal?

In this video, Jim Vogt, Co-Chief Investment Officer of Tower Bridge Advisors, discusses the outlook for the markets in the months ahead. What will the New Normal look like?

Tower Bridge Advisors is an SEC Registered Investment Advisor.