Our Story

Our Mission

The mission of The Swarthmore Group is to provide ethical and reliable investment management services.  We are driven by our commitment to client satisfaction, recognizing we are only successful if our clients are successful.

Core Values

CLIENT CENTERED

We are dedicated to understanding our clients’ goals and delivering solutions to achieve those goals.

PROFESSIONAL

Our business is conducted in a manner that conveys professionalism to our clients, colleagues, and the and broader community.

ETHICAL

We conduct our business with honesty and integrity, placing our clients first.  Adherence to all securities and professional requirements is a critical component embedded in our culture.

SUSTAINABLE

We continuously strive to build a lasting, multi-generational firm.  We desire to grow while maintaining an appropriate work/life balance and we value each of our colleague’s contributions. 

RESPECT

We treat our colleagues with respect and value our diversity.  We work collaboratively and collegially to maintain a workplace where we can thrive and grow intellectually.  We work hard at maintaining this environment to ensure our colleagues continue to find The Swarthmore Group a challenging and satisfying career choice.

COMMUNITY

We acknowledge that we are members of a larger community.  We therefore encourage and support our colleagues’ efforts, enabling them to volunteer and participate in community enrichment opportunities.

Our History

  • 1992

    This is our first foray into equities, can you keep it simple with names we recognize?

    →Large Cap Core Equity

  • 2000

    We want more exposure to fixed income.

    →Core, Intermediate, and Short Duration Fixed Income

  • 2006

    Our healthcare costs increase year after year, how can we hedge inflation costs?

    →Treasury Inflation Protected Securities - TIPS

  • 2010

    We need to match our assets to our liabilities.

    →Liability Driven Investment - Fixed Income

  • 2012

    We have fully funded our trust and never want to ask the shareholders to do so again.

    →Built a portfolio to preserve capital and take advantage of opportunities as they occur.

  • 2013

    Is active equity management antiquated?

    →A refined equity process incorporating an enhanced bottom-up fundamental investing approach with sector ETFs to allow for more nimble portfolio construction.

  • 2016

    We want a low cost, passive approach.

    →An enhanced passive strategy based upon a quantitative factor that has been in use at our firm for nearly two decades.

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