Scarsdale Investment Group, Ltd.

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.

Address: 340 Miles Drive, Blue Bell, PA 19422, USA

Phone: +1 215 646 7693
FAX: +1 215 540 0272