About Us

A Brief History

Tower was founded in 2002 with the goal of providing independent discretionary portfolio management for friends and family.

We work with high net worth individuals, institutions and financial advisors to provide individualized investment portfolios designed to achieve the long & short term goals investment of our clients.

The Tower Difference

Independence: As an independent asset management firm Tower is not bound to any fund company or product provider. We simply offer our clients our service, without being bound by corporate allegiances or captive products.

Direct access: Tower’s clients have direct access to the portfolio managers making the asset allocation and investment decisions in their accounts. As a boutique investment management firm we pride ourselves on being available to our clients when they need us.

Let’s Get Started

Talk to us about your investment portfolio today!

Contact Us

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