The Swarthmore Group Difference


The Swarthmore Group is an independent minority-owned registered investment advisor comprised of highly experienced and dedicated executive and investment management professionals.  The Firm has been managing assets for corporations, public entities, labor unions, foundations, and endowments since 1992.

The balance between risk and return is the fundamental principle underlying The Swarthmore Group’s prudent management of our client portfolios.  We are ever mindful that consistent performance and protection of capital are our top priorities.  Our clients’ interests are placed ahead of our own, and we treat all clients equally.

We are somewhat unique in our size in that we are large enough to attract quality people, garner the attention of Wall Street with regard to research and economic input, and maintain leading edge technological tools, but we are not so large that the desired high level of interaction with our clients is compromised. 

Finally, it is our conviction that to succeed, it is essential for The Swarthmore Group to deliver value to all stakeholders--our clients and their constituencies, our employees, and our owners.

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