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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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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

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

September 23, 2020 -Despite concerns over the future of the Supreme Court, a rise in Covid-19 infection counts, and worries that we might not know who our next President will be until after November 4, stocks rallied largely because stocks react to future earnings and interest rates, not media hysteria.

Stocks staged a tentative rally yesterday that gained a bit of strength toward the end of the session. The Covid-19 winners led the rally, while those most impacted by the…

September 23, 2020 -Despite concerns over the future of the Supreme Court, a rise in Covid-19 infection counts, and worries that we might not know who our next President will be until after November 4, stocks rallied largely because stocks react to future earnings and interest rates, not media hysteria.Read More

September 21, 2020 – A rise in Covid-19 cases in Europe and uncertainties related to the death of Justice Ruth Bader Ginsburg have markets pointed lower again this morning. Fall and school reopenings in Europe precede the U.S. It is unclear whether the pace of new virus infections will follow suit, but it is concerning. With that said, seasonal outbreaks only last a few months and our health infrastructure is better able to deal with the disease today than it was in March.

Stocks fell again on Friday marking the end to the third weekly decline after two very strong months in July and August. Tech leadership names continued to go down. However,…

September 21, 2020 – A rise in Covid-19 cases in Europe and uncertainties related to the death of Justice Ruth Bader Ginsburg have markets pointed lower again this morning. Fall and school reopenings in Europe precede the U.S. It is unclear whether the pace of new virus infections will follow suit, but it is concerning. With that said, seasonal outbreaks only last a few months and our health infrastructure is better able to deal with the disease today than it was in March.Read More

September 18, 2020 – Market action continues to be range bound with a possible leadership change (again). A few weeks does not make a market, but stretched valuations and fear of another Nasdaq bubble are causing a reallocation into cyclical stocks that will see a boost post-Covid.

Fed comments were about as expected, with a slight hawkish lean towards a steeper yield curve. Fed Funds are going to be near zero for the foreseeable future. They will…

September 18, 2020 – Market action continues to be range bound with a possible leadership change (again). A few weeks does not make a market, but stretched valuations and fear of another Nasdaq bubble are causing a reallocation into cyclical stocks that will see a boost post-Covid.Read More

September 16, 2020 – Today the Fed ends its two-day FOMC meeting and will detail its framework of low interest rates for an extended period. The risk is that the Fed finds itself behind the curve in the future in the fight against inflation. Current trends related to the pandemic work to keep inflation low, but costs will rise as demand for services return.

Stocks were mixed yesterday, although the NASDAQ Composite managed a 1%+ gain ahead of the conclusion of the FOMC’s two-day meeting.  The Fed is likely to give more details relative…

September 16, 2020 – Today the Fed ends its two-day FOMC meeting and will detail its framework of low interest rates for an extended period. The risk is that the Fed finds itself behind the curve in the future in the fight against inflation. Current trends related to the pandemic work to keep inflation low, but costs will rise as demand for services return.Read More

September 14, 2020 – Uncertainty grows as more Covid-19 spikes accompany reopenings of schools and restaurants. Governments compound the problem in some areas with heavy handed approaches. That may appeal to public health officials but it stifles the economic recovery. Ongoing weakness in the travel and leisure, restaurant, and energy sectors continue to be a drag on the overall economy.

Stocks were volatile on Friday, strong at the open, weakening sharply in midday, and rallying into the close. The end result was a modest decline with the NASDAQ leaders having…

September 14, 2020 – Uncertainty grows as more Covid-19 spikes accompany reopenings of schools and restaurants. Governments compound the problem in some areas with heavy handed approaches. That may appeal to public health officials but it stifles the economic recovery. Ongoing weakness in the travel and leisure, restaurant, and energy sectors continue to be a drag on the overall economy.Read More

September 11, 2020 – Stocks started yesterday strong only to be met with afternoon selling after a Republican skinny bill failed to pass. Paired with uncertainty surrounding the upcoming election and fully valued momentum stocks, the future is cloudy over the coming weeks. However, new leaders are emerging.

Taking a step back, let’s look at some of the crazy action this year. In March, we had the fastest bear market decline and the highest percent of down days…

September 11, 2020 – Stocks started yesterday strong only to be met with afternoon selling after a Republican skinny bill failed to pass. Paired with uncertainty surrounding the upcoming election and fully valued momentum stocks, the future is cloudy over the coming weeks. However, new leaders are emerging.Read More

September 9, 2020 – Stocks fell sharply for the third day in a row. The NASDAQ Composite fell 4%. There was no apparent catalyst that precipitated the decline, although subsequent news reports related it to massive option trades by a Japanese investment company. That may be true, but the fact that one investment company, no matter how large, can cause a 10% or better decline in a large chunk of the stock market is cause for concern in and of itself.

Today, trying to get to the bottom of where we are, I am going to use a question and answer format. What caused the decline? While a large options trade…

September 9, 2020 – Stocks fell sharply for the third day in a row. The NASDAQ Composite fell 4%. There was no apparent catalyst that precipitated the decline, although subsequent news reports related it to massive option trades by a Japanese investment company. That may be true, but the fact that one investment company, no matter how large, can cause a 10% or better decline in a large chunk of the stock market is cause for concern in and of itself.Read More

September 2020 Economic Update: Can There Ever Be Too Much Money?

The Fed has announced their intent to keep interest rates low for the foreseeable future. As a result, the investment markets continue to gain ground while the pandemic continues to…

September 2020 Economic Update: Can There Ever Be Too Much Money?Read More

September 4, 2020 – : A long overdue pullback in momentum names is upon us. Corrections in bull markets are quick, painful and volatile. Underneath the negative big cap tech action, we’re seeing more positive fund flow in the reopening trade names. A rotation into a broader advance would be welcome news.

The bigger the pop, the bigger the drop! High flying momentum names finally took it on the chin yesterday. Overall, the Nasdaq was down 5%, while the Dow held up…

September 4, 2020 – : A long overdue pullback in momentum names is upon us. Corrections in bull markets are quick, painful and volatile. Underneath the negative big cap tech action, we’re seeing more positive fund flow in the reopening trade names. A rotation into a broader advance would be welcome news.Read More

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wealth advisorWant to work with the best wealth management firms? Read why Tower Bridge Advisors was selected one of the Top 100 Financial Advisors of 2019 by CNBC. Check it out…

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September 2020 Economic Update:
Can There Ever Be Too Much Money?

In this video, our Chief Investment Officer, Jim Meyer, discusses the impact on the economy of the Fed’s policy of low interest rates.

Tower Bridge Advisors is an SEC Registered Investment Advisor.