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Swarthmore Investment LLC
 
 
Mission statement: 

The mission of Swarthmore Investment is to help as many investors as we can to develop client specific investment strategies that work when markets may not. You should contact us if…
You’ve worked too hard to build up what you have and can’t afford to take another step backwards. However, you still need the money to grow.
If you feel that somebody should have protected your investments in 2000-2002 and 2008-2009 and you cannot keep doing the same things.
You are concerned that investing is not working anymore and the ups and downs are wearing you out.
You are a fiduciary looking for a new lower risk way to invest that doesn’t just keep you in the market the whole time.
“Safe” alternatives are at record low returns; you are worried about unforeseen risks, high fees, and tying up your money.
You don’t trust advisors and think they are always trying to sell you something.
Overview: 

Swarthmore Investment’s client focus sets it apart from the crowd. Since our benchmark is you, our objective is to find ways to succeed even in the most turbulent markets. We believe that protecting clients from significant losses and capturing opportunities yields the steadiest returns. All of our research focuses on finding ways for our clients to succeed across all market conditions and to do that, we must remain open to exploring alternative courses of action.

This investment philosophy dates from 1976 when we realized that the Wall Street crowds’ willingness to overpay for assets exposed our clients to too much risk. For us, avoiding the crowd and working for the client best reduces the chances of loss and uncovers unique opportunities.

Our experience convinces us that this client focus must drive our investment methodology. This is why we respect the potential for large declines in markets and the effect they have on wealth. Swarthmore Investment stands apart from the crowd because clients need that commitment.


 
 
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