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.

General Information Gender:    Male 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. Firm CRD#:    115700 Work with the following types of clients:    Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations States Willing to do Business in:    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 Advisory Services Provided:    Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting

Services Investment Types:    Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    CFA®, CFP® Securities Licenses:    Series 65

Firm Information Assets Managed by Firm:    $1,800,000,000 Firm's Number of Clients:    570

Compliance Criminal Disclosures in Last 5 years:    Have a clean record Compliance Disclosures in Last 5 years:    Have a clean record Registered Investment Advisor:    Yes Acknowledged fiduciary:    Yes

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

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

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Q.	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

Q.	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.

Q.	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.

Q.	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.