Tower Bridge Advisors manages over $1.8 Billion for individuals and families. 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 bi-monthly webinars to provide additional insights into the markets and our thought
process. We also use a sophisticated financial planning tool to help model "what if" scenarios to
help us design the best plan for our clients.
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.
|Firm Start Year:||2001|
|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, Investment Clubs, Individual Investors, Businesses|
|Investment Types:||Stocks, Bonds|
|I can meet clients in the following ways:||Via Email, Via Phone, At your home, Video Conference, At my office, At your office|
|Advisor's Number of Clients:||400|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Compensation Methods:||Based on Assets|
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.
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.
Financial Advice & Consulting
We provide extensive financial advice and consult with our clients on a variety of topics effecting their financial well being. We do this as a part of our service and there is no additional fee beyond our investment management fees.
Financial Planning for Individuals
We utilize a sophisticated financial planning tool to build "what if" scenarios, to help us build a custom plan that makes sense for each client. This also enables us to show clients where they are on the path to reaching their goals.
Maris Ogg, CFA President
Ray Reed, CFA Principal
Bob Whalen Principal
John Lisle Principal
Jim Meyer, CFA Chief Investment Officer
Nick Filippo VP Sales and Marketing
Jim Vogt Senor Portfolio Manager
Chad Imgrund Senior Research Analyst
Chris Gildea Senior portfolio manager
Dan Rodan Senior portfolio manager
|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|
|Bryn Athyn||Bryn Mawr|
|Gloucester City||Green Lane|
|Gwynedd Valley||Haddon Heights|
|Jenkintown||King Of Prussia|
|Mount Laurel||Mount Royal|
|New Berlinville||New Hope|
|Spring City||Spring Mount|