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The Swarthmore Group is an independent minority-owned registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm uses disciplined and sophisticated investment strategies to help corporations, public entities, labor unions, foundations and endowments achieve their financial objectives by prudently managing the balance between risk and return. The Swarthmore Group started managing money in December 1992 with $35 million from its first client. Today, as a result of the firm's commitment to providing quality service and exceptional investment performance, 41 institutions have entrusted The Swarthmore Group with the management of assets exceeding $1.6 billion. 

Comprised of 12 dedicated professionals, The Swarthmore Group has the professional capability, intellectual capacity and structural strength to help clients meet their long-term investment goals.

ASSETS UNDER MANAGEMENT
$1.6 Billion:
   $ 835.3 Million - Equities
   $ 781.8 Million - Fixed Income 

CLIENT ACCOUNTS
 41

INVESTMENT PRODUCTS
Equity Strategies
   Large Cap Growth
   Large Cap Core

Fixed Income Strategies
   Core / Aggregate
   Intermediate Domestic
   Short Duration

   Treasury Inflation Protected Securities

 

 

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Phone, Fax, Address
   
  The Swarthmore Group is located in Center City Philadelphia.  The company has a long record of civic leadership and "giving back" to the community.  One of the organizations that embodies the potential of neighborhood involvement is the Philadelphia Mural Program.   A selection of those murals are used in this website.