• 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

May 24, 2019 – Trade tensions continue to weigh on stocks. At the same time, high valuations created a buyer strike. In a period of little meaningful economic or corporate news, that has set stocks on a path drifting lower. This should continue until valuation creates bargains or the news flow gets more positive.

Stocks fell sharply yesterday with all leading averages falling more than a full percentage point. Most of the damage came early amid new trade fears and some elevated concerns about…

May 24, 2019 – Trade tensions continue to weigh on stocks. At the same time, high valuations created a buyer strike. In a period of little meaningful economic or corporate news, that has set stocks on a path drifting lower. This should continue until valuation creates bargains or the news flow gets more positive.Read More

May 22, 2019 – Trade tensions continue to dominate markets. Yesterday, tensions eased and markets rose. This morning, the picture isn’t as bright and stocks are likely to give back part of yesterday’s gains.

Stocks rose yesterday after reports that Washington was softening its stance against Chinese telecom giant Huawei after realizing that a total ban on use of Huawei products would cripple wireless…

May 22, 2019 – Trade tensions continue to dominate markets. Yesterday, tensions eased and markets rose. This morning, the picture isn’t as bright and stocks are likely to give back part of yesterday’s gains.Read More

May 20, 2019 – Economic forces are providing a slight headwind, including the pending impact of tariffs.  Against this backdrop, avoid companies facing political headwinds until the pressure starts to dissipate.

Stocks finished a seesaw week to the downside on Friday in a rather listless session.  With earnings season winding down, we are entering a period mid-quarter where we can expect…

May 20, 2019 – Economic forces are providing a slight headwind, including the pending impact of tariffs.  Against this backdrop, avoid companies facing political headwinds until the pressure starts to dissipate.Read More

May 17, 2019 – Although market volatility has risen, there isn’t a clear trend. The focus on trade may begin to dissipate as investors realize that the Chinese are the ones who have to make concessions. Delay will only hurt them. It may take time, but the U.S. economy will continue to grow in the interim.

Stocks rose yesterday for the third straight day. Combined the three sessions came close to wiping out Monday’s losses. But futures this morning are pointed lower again, and stocks are…

May 17, 2019 – Although market volatility has risen, there isn’t a clear trend. The focus on trade may begin to dissipate as investors realize that the Chinese are the ones who have to make concessions. Delay will only hurt them. It may take time, but the U.S. economy will continue to grow in the interim.Read More

May 15, 2019 – Yesterday’s rally looked more like a dead cat bounce than the real thing. The two events that could really generate a sharp move upward, a solution to the trade issues or a Fed rate cut, don’t appear imminent.

Although stocks staged a solid rally, a late afternoon selloff sapped any serious optimism that the gains were the start of a new move higher. It felt more like a…

May 15, 2019 – Yesterday’s rally looked more like a dead cat bounce than the real thing. The two events that could really generate a sharp move upward, a solution to the trade issues or a Fed rate cut, don’t appear imminent.Read More

May 13, 2019 – The poor performance of the Uber offering on Friday will clearly impact pricing of future offerings. Investors want to see a path to profitability. They can’t with Uber and Lyft. On another front, a trade treaty with China no longer seems near. That means more tariffs and higher costs. Stocks will have to adjust to reflect the new reality.

Once again markets opened sharply lower on Friday but rallied in the afternoon, this time to finish with moderate gains. For the week, however, given the sudden negative turn in…

May 13, 2019 – The poor performance of the Uber offering on Friday will clearly impact pricing of future offerings. Investors want to see a path to profitability. They can’t with Uber and Lyft. On another front, a trade treaty with China no longer seems near. That means more tariffs and higher costs. Stocks will have to adjust to reflect the new reality.Read More

May 10, 2019 – Although tariffs went up this morning, trade talks continue, and markets are still hopeful for a relatively quick resolution. Today’s other big story will be the IPO for Uber. The reception for that stock may be more influential to markets over the coming weeks than the trade talks.

Stocks fell sharply yesterday morning, but recovered much of their losses throughout the day as traders continued to worry whether the U.S. would raise tariffs on China. 12:01am has now…

May 10, 2019 – Although tariffs went up this morning, trade talks continue, and markets are still hopeful for a relatively quick resolution. Today’s other big story will be the IPO for Uber. The reception for that stock may be more influential to markets over the coming weeks than the trade talks.Read More

May 8, 2019 – Was yesterday’s decline a one-day hiccup or the start of a long awaited correction? We will learn a lot today. Without follow through to the downside, it is simply a one-day event that won’t interrupt the bull run. However, a weak market today will suggest it is time to play defense.

Stocks fell sharply yesterday posting their biggest one-day loss since January. Concerns that President Trump will enact higher tariffs on Chinese goods sent prices lower even as Chinese trade negotiators…

May 8, 2019 – Was yesterday’s decline a one-day hiccup or the start of a long awaited correction? We will learn a lot today. Without follow through to the downside, it is simply a one-day event that won’t interrupt the bull run. However, a weak market today will suggest it is time to play defense.Read More

In Case You Missed It: Presentation From Our 2019 Spring Investment Forum

Forecasting the Next Recession • Dr. Mark Zandi, Chief Economist of Moody’s Analytics • James Meyer, Chief Investment Officer Tower Bridge Advisors At our Annual Spring Investment Forum last week,…

In Case You Missed It: Presentation From Our 2019 Spring Investment ForumRead More

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Awards

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

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