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Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

Independent, Experienced, Client Focused

About Tower Bridge Advisors

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.

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.

See Disclosures

General Information

Firm Start Year

2001

No. of Employees

10-19

Firm CRD#

115700

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, Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Risk Management, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning

Services

Investment Types

Exchange Traded Funds (ETFs), Bonds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®

Firm Information

Firm's Number of Clients

570

Assets Managed by Firm

$1,800,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1876415/financialadvisor-tower-bridge-advisors-detailed-disclosure