Tower Bridge Advisors

Web Site: www.towerbridgeadvisors.com
Location: Conshohocken & Philadelphia, PA
Contact: Nick Filippo
Phone:  610-260-2222

Email:  [email protected]

Tower Bridge Advisors

The Tower Bridge Difference

Tower Bridge Advisors provides investment management services to individuals with $1 million or more of investable assets.  Our team of 10 portfolio managers and analysts each have, on average, over 25 years’ experience analyzing stocks and bonds and managing client portfolios through varying market conditions.  We have created a rigorous investment process that focuses on fundamental research regarding the securities we buy for client accounts.  From a client service standpoint, our clients appreciate our proactive and responsive communication, gaining comfort in knowing that they can reach out to their portfolio manager any time they have questions, and will receive frequent communication from Tower Bridge regarding their portfolio and the investment markets in general.

We begin our investment process by gaining a thorough understanding of each client’s unique financial situation, then building a plan that meets their needs for growth and income, and also matches their personal risk tolerance.  Portfolios are monitored on a regular basis, and we talk with clients frequently to ensure that their asset allocation still fits their needs as circumstances change over time.  

Our medical and dental clients also appreciate the fact that we can manage not only their personal assets, but also the 401(k) or profit sharing plan for their practice.  We have extensive experience meeting the needs of retirement plans, taking into account the number of plan participants and their ages.  We are also willing to meet with your employees if you would like us to provide some education regarding our investment strategy.

FIRM SNAPSHOT: 

  1. Founded in 2001
  2. $1.2 Billion under management
  3. Singular focus on providing exceptional investment management services to individuals, families and select institutions
  4. Majority owned by employees
  5. 10-person investment team, all with extensive research and portfolio management experience managing individual stocks and bonds
  6. Customized portfolios created to meet each client's needs
  7. Commitment to outstanding client service
  8. Centrally located in Conshohocken