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Phone: (215) 646-7693
Phone: (215) 646-7693
Scarsdale Investment Group
The Unbeaten Path to Secure Investment Growth
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Scarsdale Investment Group, Ltd. (Scarsdale). Scarsdale is a Registered Investment Advisor that represents clients in the bond market in a similar capacity as an attorney - a fiduciary capacity which places clients’ interest first. Scarsdale has been investing in bonds for clients since 1987.
Scarsdale’s Clients. Most of Scarsdale’s clients are high net worth individuals.
Scarsdale’s Principals. The Founders of Scarsdale are nationally recognized bond experts who have authored five books on investing in bonds including the first handbook for individual bond investors and the award-winning best-seller entitled Bonds: The Unbeaten Path to Secure Investment Growth, Bloomberg Press 2ed. 2011.
Client Objectives. Scarsdale’s objectives with respect to its clients are to:
·Preserve their wealth.
·Create a reliable and predictable cash flow.
·Reduce Federal income taxes.
·Preserve wealth for heirs.
·Charge low fees.
Design of Bond Portfolios. Scarsdale designs customized portfolios to support clients’ financial and life goals. Scarsdale only purchases bond portfolios for clients on a non-discretionary basis. This means that Scarsdale will only buy bonds for a client after the bonds have been presented to the client and the client has approved of the purchase. This manner of working with clients provides substantial education to clients and Scarsdale is purposely chartered to only work in this way.
Clients’ bonds are custodied at Fidelity. In addition to Fidelity, Scarsdale has a network of 16 broker-dealers that are responsive to our clients’ needs.
Our Bond Strategy Scarsdale suggests these municipal bond guidelines:
Scarsdale’s Clients. Most of Scarsdale’s clients are high net worth individuals.
Scarsdale’s Principals. The Founders of Scarsdale are nationally recognized bond experts who have authored five books on investing in bonds including the first handbook for individual bond investors and the award-winning best-seller entitled Bonds: The Unbeaten Path to Secure Investment Growth, Bloomberg Press 2ed. 2011.
Client Objectives. Scarsdale’s objectives with respect to its clients are to:
·Preserve their wealth.
·Create a reliable and predictable cash flow.
·Reduce Federal income taxes.
·Preserve wealth for heirs.
·Charge low fees.
Design of Bond Portfolios. Scarsdale designs customized portfolios to support clients’ financial and life goals. Scarsdale only purchases bond portfolios for clients on a non-discretionary basis. This means that Scarsdale will only buy bonds for a client after the bonds have been presented to the client and the client has approved of the purchase. This manner of working with clients provides substantial education to clients and Scarsdale is purposely chartered to only work in this way.
Clients’ bonds are custodied at Fidelity. In addition to Fidelity, Scarsdale has a network of 16 broker-dealers that are responsive to our clients’ needs.
Our Bond Strategy Scarsdale suggests these municipal bond guidelines:
| 1. | All bonds are free of Federal income tax if purchased for taxable accounts. |
| 2. | At the date of purchase, all bonds are rated at least AA by Moody’s or AA by Standard & Poor’s. |
| 3. | The bonds fall into the following categories: ·Certain state General Obligation bonds ·Certain county and city bonds ·Certain essential services revenue bonds ·Certain highly rated bonds of certain Universities |
| 4. | The bonds are purchased to form a customized bond ladder for each client including bonds subject to tax for retirement accounts. |
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