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.

Adapt

As our clients’ needs have changed in response to varying economic environments, we have adapted and incorporated separate account strategies designed to meet their investment objectives and requirements.

Customize

Our clients ask for customized solutions – and prompt attention to their inquiries. The Swarthmore Group is nimble enough to adapt to our clients’ changing needs, all the while providing the attention our clients have come to expect and deserve.

Work Together

Our investment teams interact formally as well as informally, allowing us to leverage our collective experience, knowledge, and information. At The Swarthmore Group, we draw on our experience to counsel our clients and assist them in navigating difficult markets.

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.

Financial Planning

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.

Estate Planning

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.

Retirement
Planning

We realize that you may not want to work forever. We can help you establish a plan to reach your retirement goals.

Tax Planning

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.

Education Planning

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. 

What we know...

One size does not fit all
Needs change and so must strategies
Planning ahead eases anxiety
Client service is key

We would love to discuss your needs.

Close Menu