Tower Bridge Advisors

Tower Bridge Advisors, located in West Conshohocken, PA, was established in 2001 and specializes in providing personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm primarily offers discretionary asset management services, where clients authorize Tower Bridge to buy and sell securities without specific consent. Tower Bridge invests primarily in equities and fixed-income securities, with the option to include various other investment instruments. The firm manages approximately $1.32 billion in assets for around 371 clients, with a minimum account size of $500,000 and a negotiable minimum annual fee of $5,000. Tower Bridge charges advisory fees based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not receive transaction-based compensation and does not charge separate fees for non-management investment advice. Tower Bridge acts as a fiduciary for retirement accounts, ensuring clients' best interests are prioritized. The firm's investment strategies include strategic asset allocation and fundamental analysis, with a focus on growth at a reasonable price for equities and investment-grade bonds for fixed income. Tower Bridge maintains a Code of Ethics, participates in proxy voting, and has a Business Continuity Plan and Information Security Program in place to protect client information. The firm's privacy policy outlines how personal information is collected and shared for business purposes.