Overview

The Swarthmore Group

Information by Research Trustfinance

https://swarthmoregroup.com/

Founded in 1991, The Swarthmore Group is an employee-owned, SEC-registered investment advisory firm based in Philadelphia. The firm specializes in value-oriented investment strategies and provides portfolio management services to a diverse client base, including institutions like endowments, foundations, and public funds, as well as high-net-worth individuals and families. Their mission is to deliver superior, risk-adjusted investment returns through disciplined research and a long-term perspective while maintaining a high standard of client service.


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Banking
  • Other Service