What We Do Best
If you want to learn more about us, you’re in the right place. Read to learn how we can help you obtain a sound financial future.
How can we serve you?
Institutional Investment Management
We offer equity portfolios that invest in large cap quality companies and fixed income portfolios that strive for alpha with low returns volatility.
We take a holistic approach in planning your financial future. We understand that every aspect of your life is intertwined and we develop strategies that work best for you.
We know that planning for your financial future is not an individual effort, and we strive to develop plans that are effective now and will benefit your future generations.
We realize that you may not want to work forever. We can help you establish a plan to reach your retirement goals.
We understand that paying more taxes may not be appealing to you. We have CPAs and tax experts on staff ready to develop tax strategies that minimize the tax impact and avoid future estate taxes.
We know that the last thing you want to do is leave your children with crippling student loans. We can help you create the best savings plan for your children's higher education goals.
Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. The Swarthmore Group does not serve as a law firm, certified public accounting firm, nor an insurance agency. The Swarthmore Group does not prepare legal documents or tax returns, nor does it sell insurance products.