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.
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|
|Number of Years with Current Firm:||9|
|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.|
|Work with the following types of clients:||Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors|
|Advisory Services Provided:||Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers|
|Investment Types:||Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone, Your Office|
|Firm's Number of Clients:||570|
|Assets Managed by Firm:||$1,800,000,000|
|Assets Managed by Advisor:||$1,900,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Bachelor of Arts - Mathematics||University of Chicago
- Chicago IL
|MBA - Finance||Northwestern University
- Chicago IL
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.
We help clients plan for retirement, by analyzing their current financial situation, then using our financial planning software to build various scenarios around future earnings and spending to see what investment plan best helps them to reach their goals within their risk tolerance.
We help clients roll their 401(k) assets into a rollover IRA, that we then manage to meet their risk tolerance, and their specific needs for income and growth.
|Tax Advice and Services
We manage individual securities in our portfolios, which allows us to manage each client's tax liabilities. We typically work in concert with each client's tax advisor to make sure we are maximizing their after tax retruns. Remember, it's not what you MAKE, it's what you KEEP.
|Education Funding and Planning
We help clients plan for children and/or grandchildren's education by utilizing our planning software to understand future costs, and the best way to fund the education- whether that be a 529 plan, gifting appreciated stock, or setting up an account for the child or grandchild. There are many choices, we aim to find the best solution for each client.
|Investment Advice & Management
We manage individual portfolios of stock and investment grade bonds customized for each client. We provide advice around a number of financial issues effecting the health and well being of each client.
We manage risk in each client portfolio by buying high quality stocks that have shown the ability to grow their business and have strong balance sheets. We also buy high quality, investment grade bonds to provide some level of income and to dampen overall volatility of the portfolio.
We manage client portfolios of individual stocks and bonds, developing an asset allocation that meets the risk profile of each client, and matches their needs for income and growth. True wealth is built over time through appropriate asset allocation and exposure to equities through up and down markets. We help clients define their goals, and then build a plan to reach those goals.
We build customized portfolios of individual stocks and bonds that meet each client's risk tolerance and their needs for growth and income. We work with clients to assess their risk tolerance and their needs, then construct a customized portfolio that meets their needs.
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 $1.8 Billion for approximately 570 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.
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|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|
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