|
|
Tower Bridge Advisors provides traditional investment services creating equity, fixed income and balanced portfolios for clients. Portfolios are customized, taking into account clients’ risk profiles, tax issues, income needs and individual circumstances. We work with clients having at least $1,000,000 to invest.
For many of our clients we will coordinate the Tower Bridge managed assets with their other investments such as Trusts, Retirement accounts including 401Ks and assets managed by other investment managers.
Tower Bridge works closely with families to provide guidance and investment education to spouses, children and grandchildren. We help clients to establish long-term financial strategies.
We provide comprehensive, written quarterly reports, which include up-to-date comparative performance data.
We offer prospective clients a complete evaluation of their existing portfolios and individual holdings. In addition, we advise them on the appropriateness of current investments to provide for long-term needs.
|
|
