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Tower Bridge Advisors

Tel: 610-260-2222
101 West Elm Street, Suite 355
Conshohocken, PA 19428
Tower Bridge Advisors | Financial Advisor in Conshohocken ,PA

Independent, Experienced, Client Focused


About Nick Filippo

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.


About Tower Bridge Advisors

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.

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General Information

Firm Start Year:   2001
No.of Employees:   10-19
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

Services

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 Information

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

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000

Education

Bachelor of Arts  - Mathematics   University of Chicago  - Chicago IL
10/1/1977-6/15/1981
MBA  - Finance   Northwestern University  - Chicago IL
9/1/1988-12/15/1990

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Financial 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.

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.

Retirement Planning

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.

401K Rollovers

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.

Risk Management

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.

Wealth Management

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.

Money Management

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.


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 $1.8 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.

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Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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 Gladwyne

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