Our Mission is to support and educate our clients about how investing in high quality individual bonds can help them create cash flow and growth through compound interest to achieve financial independence. We enable our clients to make bond investments that create a reliable cash flow to support their goals. We believe that the cash flow resulting from a well designed portfolio of high quality individual bonds holds the key to a secure financial future.
Bond Portfolio Design and Construction: The Scarsdale Investment Group, Ltd. is nationally known for its skill in the design and construction of bond portfolios to help clients achieve financial independence. We provide clients with specialized services supporting the design, purchase and sale of bond portfolios. Because the Scarsdale Investment Group is a Registered Investment Advisor, and not a broker restricted to selling from the house's inventory, we are able to purchase new issue bonds from diverse underwriters. We can also choose secondary market bonds from a broad based electronic bond platform and our large network of brokers. We endeavor to purchase the highest quality bonds in the marketplace.
Custody: Fidelity Institutional Wealth Services. We custody our client funds with National Financial Services, a wholly-owned subsidiary of Fidelity Investments, which provides free custody services and a full range of financial services to our clients.
We are Fee-Only Advisors. This means that we are compensated solely by fees paid by our clients and we do not accept commissions or compensation from any other source. We act with integrity and have no conflict of interest with our clients. Stan Richelson is a member of The National Association of Personal Financial Advisors (NAPFA), the largest organization of fee-only financial advisors, and Hildy Richelson is a member of the Financial Planning Association (FPA).
Scarsdale Investment Group
The Unbeaten Path to Secure Investment Growth
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Phone: (215) 646-7693