Tower Bridge Advisors

Specialties

Tower Bridge Advisors provides investment management services to individuals, families and select institutions who have greater than $ 1 Million of investable assets. We are independent and employee owned, and manage over $ 1 Billion in client assets. We build customized portfolios of individual stocks and bonds based on the needs of our clients. We begin by understanding the client’s needs for growth and income, their risk tolerance and their tax situation. Only then can we create a portfolio that makes the most sense for them. Our team of investment professionals each have, on average, over 25 years of experience analyzing investment opportunities and building client portfolios. In addition to our investment expertise, we are committed to providing excellent customer service.

History

Established in 2001.

The company was founded in 2001 by our current President, Maris Ogg, and our Chief Investment Officer, Jim Meyer. Previous to Tower Bridge, Maris ran another boutique investment firm which was acquired by a large financial service provider. Jim Meyer had spent 25 years as the head of research at Janney Montgomery Scott before co-​founding Tower Bridge. Maris and Jim decided to build a team of professionals with similar experience to create a new firm dedicated to providing first class investment advice along with outstanding client service. Today Tower Bridge Advisors manages over $ 1 Billion in assets and boasts 5 CFA’s on our team of 9 Investment professionals.