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Robert Whalen Email
Portfolio manager . Tower Bridge Advisors
Conshohocken, PA
Locationr******@towerbridgeadvisors.com
Primary EmailHow to contact Robert Whalen
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Employees:
27Revenue:
$4.6MAbout
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client. Our 9 portfolio managers and research analysts perform rigorous research on individual companies to determine which stocks we purchase for our clients' portfolios. We are committed to providing outstanding client service. We assign two portfolio managers to each relationship, and communicate with clients as frequently as they desire, whether by phone, email or in-person. We make an ongoing effort to stay abreast not only of market conditions, but also any changes in the clients' financial situation, then make changes to the portfolio as circumstances dictate. We also provide a concise market commentary three times a week. If you would like to receive our commentary, please visit our website and make a request to be added to our distribution list. Please let us know if we can help you with your investment needs. Tower Bridge Advisors- Independent, Experienced, Client Focused.Tower Bridge Advisors Address
101 West Elm StreetConshohocken, PA
United States