A complete list of active advisors currently associated with Scarsdale Investment Group, Ltd.
Warmer can help you find a great advisor at Scarsdale Investment Group, Ltd. or one who fits your needs even better.
Scarsdale Investment Group provides fee-only, non-discretionary investment advisory services focused primarily on fixed income securities to individuals, high net worth clients, charitable organizations, and business entities. The firm also offers stand-alone financial planning and a combined Priority Client service that integrates investment advice with planning when specifically requested. The firm's investment approach emphasizes long-term purchases of individual bonds and the construction of customized bond ladders to generate cash flow and meet client funding needs; clients must approve each trade because Scarsdale does not provide continuous discretionary portfolio management. Scarsdale uses fundamental analysis, yield curve assessment, and tax‑effected return considerations when evaluating fixed income opportunities and typically implements recommendations on a one‑time or negotiated basis rather than through ongoing trading programs. Noteworthy features include a small, owner-operated structure that does not report regulatory assets under management because it does not offer continuous supervisory services, and an affiliation with another SEC-registered adviser through a Scarsdale representative, with written policies intended to avoid reciprocal recommendations. Firm principals and representatives have authored books on bond investing, the firm typically recommends a single institutional custodian for custody and execution benefits, and it does not vote client proxies, leaving voting responsibility to clients.
To learn more about the advisors currently working at Scarsdale Investment Group, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Blue Bell, PA
| 33
| |
Sharon, MA
| 33
|
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