A complete list of active advisors currently associated with Tower Bridge Advisors

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Tower Bridge Advisors provides investment advice and discretionary and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, and it also acts as investment manager for two private funds. The firm offers portfolio management for separately managed accounts, participation in wrap fee programs, limited financial planning as an ancillary service, and periodically distributes an investment letter to clients and prospects. The firm’s portfolio approach centers on strategic asset allocation across equities and fixed income, using fundamental and cyclical analysis, selective use of ETFs, laddered investment-grade bonds, and derivative strategies (including short sales and options) where appropriate. For its two private funds, Tower Bridge pursues concentrated, research-driven opportunities (one fund with a technology focus), and those Funds are subject to performance-based compensation with high-water marks and hurdles while the firm manages side‑by‑side accounts. Tower Bridge’s structure and activities include several features that are less common among similarly sized team firms: it manages pooled vehicles (the two private funds), is affiliated with the Funds’ General Partners, receives performance-based fees from those Funds, and discloses the resulting side‑by‑side and allocation conflicts and the measures it uses to address them. The firm also participates in Wrap Fee Programs, compensates certain third parties for client referrals (treated as compensated endorsements under the Marketing Rule), and provides periodic written market commentary to clients, all of which are noted in its Form ADV disclosures.

To learn more about the advisors currently working at Tower Bridge Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.