Tower Bridge Advisors | Financial Advisor in Conshohocken ,PA

101 West Elm Street, Suite 355
Conshohocken, PA 19428
Phone: (610) 260-2222

Independent, Experienced, Client Focused


About

We have one focus, and that is to customize portfolios for the
benefit of our clients. We have an experienced team that brings
great perspective and expertise to every relationship. And we are
committed to the highest level of customer service. We are
available to meet clients in person or by phone and we are willing
to meet as frequently as our clients desire. We also provide a
brief market commentary 3 days per week to keep clients up to date
on our latest thinking. In addition we offer monthly webinars to
provide additional insights into the markets and our thought
process.

Our interests are aligned with yours. We want to help you achieve
your goals, and we want you to know that we are looking out for
your best interests at all times.


General Information
Firm Start Year:   2001
No.of Employees:   10-19
Work Experience:   Our team of 9 investment professionals have, on
average, over 25 years experience analyzing
investment opportunities and building customized
portfolios based on client needs.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses , Investment Clubs


Services
Investment Types:   Stocks , Bonds
I can meet clients in the following ways:   Via email , Via phone , At your home , At my office , At your office


Firm Information
Advisor's Number of Clients:   400


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $1,000,000



FAQs

  • Do you have a customer satisfaction or refund policy? We are committed to the highest levels of customer service. Our advisory agreement allows clients to cancel the agreement at any time and we will rebate any unearned fees up to the time of cancellation
  • What services do you provide? What are your specialties? We build customized investment portfolios of individual stocks and bonds for each client. Our team of investment professionals each have, on average, over 25 years? experience analyzing investment opportunities and building client portfolios. We also help clients with all manner of financial issues, whether it is reviewing an estate plan, advising on philanthropic giving or planning for college.
  • What is your experience? How many clients do you currently manage? The firm has been around since 2001, but our investment team has, on average, over 25 years' experience in the investment business. We currently manage over $1 Billion for approximately 400 clients.
  • What financial institution(s) do you represent? We are an independent, employee owned firm. As such, we have no conflicts of interest, and our main focus is to do what is in the best interest of each client.
  • How do you charge for your services? We charge a fee based on a percentage of assets under management. Since we don't charge commissions, we have no motivation to do excessive trading in client accounts, but rather, make investment decisions based on what is best for the client.
see more
Tower Bridge Advisors

Tower Bridge Advisors

Biography


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 nine investment professionals 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.

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.

My Services


Portfolio Management

We provide investment management services to clients with $1 Million or more of investable assets. Our team of experienced professionals build customized portfolios of individual stocks and bonds. We do this by first understanding each client's needs for growth and income, their risk tolerance, and their tax situation.

see more

My Team


Maris Ogg, CFA
Maris Ogg, CFA

President

Ms. Ogg is a founding principal of Tower Bridge Advisors and oversees the daily activities of the firm. Her primary role is that of analyst and portfolio manager. She is a member of the firm?s Investment Committee. Professional Background and Education Prior to joining Tower Bridge, Ms. Ogg was a founder, president and Chief Investment Officer of Radnor Capital Management. She served as Director of Research for the investment firm, Boenning & Scattergood, and she held the same position at W.H. Newbolds from 1986 to 1989. Ms. Ogg is a past President of the Financial Analysts of Philadelphia and served as the Eastern Region Representative for The CFA Society. Ms. Ogg received her B.S. in Finance and M.B.A. from Ohio State Univers ...more


Ray Reed, CFA
Ray Reed, CFA

Principal

Mr. Reed joined Tower Bridge Advisors in 2004. His primary role is that of research analyst and portfolio manager. He is also a member of the firm?s Research and Investment Committees. Professional Background and Education Before joining Tower Bridge, Mr. Reed spent five years as a member of the research and portfolio management team at Kalmar Investments, a small capitalization growth stock manager in Wilmington, DE, with over $1 billion under management. Ray spent the previous 19 years as an institutional research analyst, most recently with Legg Mason Wood Walker and Janney Montgomery Scott. He was recognized in the Wall Street Journal?s All Star Analyst Survey in 1993 and 1995. Ray is a member of the CFA Society of Phila ...more


Bob  Whalen
Bob Whalen

Principal

Mr. Whalen?s primary responsibility is the management of balanced portfolios. He has over 30 years of bond portfolio management experience, performs fixed-income research and analysis, and is a member of the firm?s Investment Committee. Professional Background and Education Prior to joining Tower Bridge Advisors in 2006, Mr. Whalen was associated with The Swarthmore Group for six years and was the portfolio manager for the firm?s Balanced Product. For the previous fourteen years, Bob was Senior Vice- President and the fixed-income portfolio manager for Cypress Capital Management. Prior to that, he was a Portfolio Manager with the Vanguard Group of Investment Companies, where he was responsible for the management of the Vangua ...more


Communities Served

Abington Ambler
Ardmore Aston
Audubon Bala Cynwyd
Barrington Bellmawr
Bensalem Berwyn
Beverly Birchrunville
Blackwood Blue Bell
Bridgeport Bristol
Brookhaven Broomall
Bryn Athyn Bryn Mawr
Burlington Camden
Chadds Ford Chalfont
Cheltenham Cherry Hill
Chester Chester Springs
Cheyney Clarksboro
Claymont Clementon
Clifton Heights Collegeville
Collingswood Colmar
Croydon Crum Lynne
Darby Devon
Downingtown Doylestown
Drexel Hill Dublin
Elkins Park Essington
Exton Fairless Hills
Feasterville Trevose Flourtown
Folcroft Folsom
Fort Washington Fountainville
Frederick Furlong
Gibbsboro Gibbstown
Gilbertsville Glen Mills
Glendora Glenmoore
Glenolden Glenside
Gloucester City Green Lane
Grenloch Gwynedd
Gwynedd Valley Haddon Heights
Haddonfield Hainesport
Harleysville Hatboro
Hatfield Haverford
Hilltown Holmes
Horsham Huntingdon Valley
Immaculata Jamison
Jenkintown King Of Prussia
Langhorne Lansdale
Lansdowne Lawnside
Levittown Line Lexington
Magnolia Malvern
Mantua Maple Shade
Marcus Hook Media
Merchantville Merion Station
Mickleton Mont Clare
Montgomeryville Moorestown
Morton Mount Ephraim
Mount Laurel Mount Royal
Narberth National Park
New Berlinville New Hope
Newtown Newtown Square
Norristown North Wales
Norwood Oaklyn
Oreland Palmyra
Paoli Parker Ford
Paulsboro Pedricktown
Pennsauken Pennsburg
Perkasie Perkiomenville
Philadelphia Phoenixville
Pitman Pottstown
Prospect Park Rancocas
Red Hill Richboro
Ridley Park Riverside
Riverton Rockland
Royersford Runnemede
Sassamansville Schwenksville
Sellersville Sewell
Sharon Hill Silverdale
Skippack Somerdale
Souderton Southampton
Spring City Spring Mount
Springfield Stratford
Swarthmore Swedesboro
Telford Thorndale
Thornton Thorofare
Trumbauersville Upper Darby
Villanova Voorhees
Wallingford Warminster
Warrington Wayne
Wenonah West Chester
Westville Willingboro
Willow Grove Wilmington
Woodbury Woodbury Heights
Woodlyn Wycombe
Wyncote Wynnewood
Zieglerville Conshohocken
Gladwyne

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM