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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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Why Choose Tower Bridge Advisors?

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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.

Economic Update

April 2023 Webinar - Banks, the Economy and Valuation

April 2023 Economic Update – The Banks, The Economy and Valuation

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses three key topics impacting investors – Banks, the Economy and Valuation. Please watch as Jim provides some perspective on these topics and gives investors some sense of how to position portfolios for what lies ahead.

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Market Commentary

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From The Blog

Tower Bridge Advisors | Philadelphia Wealth and Asset Management Firm

June 7, 2023 – Stocks continue to march higher in defiance of market pundits’ forecasts for a looming economic downturn which most expect to begin this fall. Perhaps too many investors are defensively positioned, thereby making the path of least resistance higher for the time being.

The Fed has raised rates from 0 to 5% over the course of its last ten consecutive FOMC meetings beginning in March 2022. Despite this aggressive tightening of monetary policy,…

June 7, 2023 – Stocks continue to march higher in defiance of market pundits’ forecasts for a looming economic downturn which most expect to begin this fall. Perhaps too many investors are defensively positioned, thereby making the path of least resistance higher for the time being.Read More

June 5, 2023 – Last Friday’s unemployment market action surprised investors when the two employment surveys indicated opposite results. The more reliable of the two surveys, showed strong payroll employment, which could have sent the market worrying about the Fed’s reaction to the hot report. Instead, we saw a sharp rally and we suspect that there will be significantly more “soft landing” prognostications this week.

The S&P 500 was up for the third straight week and the Nasdaq registered its sixth positive week, amid increasingly negative investor sentiment.  While Treasury yields rose, the 10-year yield…

June 5, 2023 – Last Friday’s unemployment market action surprised investors when the two employment surveys indicated opposite results. The more reliable of the two surveys, showed strong payroll employment, which could have sent the market worrying about the Fed’s reaction to the hot report. Instead, we saw a sharp rally and we suspect that there will be significantly more “soft landing” prognostications this week.Read More

June 2, 2023 – Stocks traded higher yesterday following the passage of the Fiscal Responsibility Bill in the House as well as some dovish comments by a Fed Governor. Last night, the debt Bill was passed in a bi-partisan vote in the Senate. Now the Bill will go to President Biden to be signed, which will avert a much-feared debt default.

The debt Bill does prevent a near-term market meltdown. Moreover, the extreme members of both parties are crying foul which probably means the deal was about as fair as could…

June 2, 2023 – Stocks traded higher yesterday following the passage of the Fiscal Responsibility Bill in the House as well as some dovish comments by a Fed Governor. Last night, the debt Bill was passed in a bi-partisan vote in the Senate. Now the Bill will go to President Biden to be signed, which will avert a much-feared debt default.Read More

May 31, 2023 – Congress now has a week to pass the debt ceiling agreement. While there will be a lot of verbal whining and expressions of righteous indignation, the majority will pass a bill that is likely to have little long-term economic consequence. Once the bill is passed, attention will turn to the mid-June FOMC meeting and the increasing likelihood of yet another interest rate increase.

Stocks were mixed yesterday after a weekend deal seemed to set the table to end the debt ceiling crisis. Now it’s up to Congress. Otherwise, the continued reaction to Nvidia’s#…

May 31, 2023 – Congress now has a week to pass the debt ceiling agreement. While there will be a lot of verbal whining and expressions of righteous indignation, the majority will pass a bill that is likely to have little long-term economic consequence. Once the bill is passed, attention will turn to the mid-June FOMC meeting and the increasing likelihood of yet another interest rate increase.Read More

May 26, 2023 – Wednesday’s earnings announcement by Nvidia shocked markets with the speed at which generative AI is being adopted. Even regulators can’t slow it down. Every software developer now has to incorporate AI into everything. The race suddenly got a lot more heated. To win requires the fastest chips and the best software development tools. It is way too early to identify the best products that will evolve but markets yesterday were quick to identify those that have the best building blocks to get to the finish line.

Stocks were mixed yesterday with the Dow falling once again while debt ceiling talks made slow progress. But the star yesterday was Nividia# which soared over 25% after issuing forward…

May 26, 2023 – Wednesday’s earnings announcement by Nvidia shocked markets with the speed at which generative AI is being adopted. Even regulators can’t slow it down. Every software developer now has to incorporate AI into everything. The race suddenly got a lot more heated. To win requires the fastest chips and the best software development tools. It is way too early to identify the best products that will evolve but markets yesterday were quick to identify those that have the best building blocks to get to the finish line.Read More

May 24, 2023 – The latest version of the “Fast and Furious” movie series is off to a good start. But it doesn’t draw like it used too. We have seen this plot too many times. Sounds like a repeat of the debt ceiling crisis! We don’t know the exact ending but it is unlikely to be a bond default. That doesn’t mean a solution will be without consequences. Interest rates are starting to rise again and may continue after resolution as the Treasury floods the market with new bonds. This isn’t a great short-term backdrop for equities.

Stocks fell with losses accelerating in the afternoon as concerns over debt ceiling negotiations began to register with equity investors. The yield curve has become more inverted as short-term rates…

May 24, 2023 – The latest version of the “Fast and Furious” movie series is off to a good start. But it doesn’t draw like it used too. We have seen this plot too many times. Sounds like a repeat of the debt ceiling crisis! We don’t know the exact ending but it is unlikely to be a bond default. That doesn’t mean a solution will be without consequences. Interest rates are starting to rise again and may continue after resolution as the Treasury floods the market with new bonds. This isn’t a great short-term backdrop for equities.Read More

May 22, 2023 – As go debt ceiling negotiation talks, so goes the financial markets. So far, markets are sanguine, seeing the talks mostly as political theatrics. But that could change this week if no solution is in sight before we all leave for an extended Memorial Day weekend. Whether we leave Friday with a smile or a frown is anyone’s guess at the moment.

Stocks gave ground Friday as debt ceiling talks broke down. President Biden and Speaker McCarthy will meet again this afternoon with no signs of an imminent agreement. It’s pure Washington…

May 22, 2023 – As go debt ceiling negotiation talks, so goes the financial markets. So far, markets are sanguine, seeing the talks mostly as political theatrics. But that could change this week if no solution is in sight before we all leave for an extended Memorial Day weekend. Whether we leave Friday with a smile or a frown is anyone’s guess at the moment.Read More

May 19, 2023 – As the debt ceiling concerns lessen, attention reverts back to earnings. Key retailers aren’t reporting stellar results but their stocks are taking weak guidance in stride, a sign much of the pending bad news is already discounted. That should put a floor underneath the stock market. At the same time, money keeps flowing toward the same technology names. Chasing momentum can be dangerous.

Stocks moved higher late yesterday, following optimistic comments from Speaker Kevin McCarthy that a compromise could be reached before bumping up against the debt ceiling. Congress still has to write…

May 19, 2023 – As the debt ceiling concerns lessen, attention reverts back to earnings. Key retailers aren’t reporting stellar results but their stocks are taking weak guidance in stride, a sign much of the pending bad news is already discounted. That should put a floor underneath the stock market. At the same time, money keeps flowing toward the same technology names. Chasing momentum can be dangerous.Read More

May 17, 2023 – Right now, stock and bond prices are slaves to the progress of efforts to extend the debt ceiling. Yesterday afternoon’s White House meeting was more productive than last week’s. Thus, futures are up this morning, but the job is far from done. An inevitable 11th hour moment lies ahead. Hopefully, a solution will emerge, but in this bifurcated Congress, risks of miscalculation are elevated.

Stocks tumbled at the close as political leaders met at the White House to try and move forward a compromise solution that would allow the debt ceiling to be raised.…

May 17, 2023 – Right now, stock and bond prices are slaves to the progress of efforts to extend the debt ceiling. Yesterday afternoon’s White House meeting was more productive than last week’s. Thus, futures are up this morning, but the job is far from done. An inevitable 11th hour moment lies ahead. Hopefully, a solution will emerge, but in this bifurcated Congress, risks of miscalculation are elevated.Read More

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