DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
West 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 8 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
Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management
Services
Investment Types
Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone
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®
Securities Licenses
Series 65
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
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1876415/financialadvisor-Tower-Bridge-Advisors-detailed-disclosure.html