March 06, 2015 12:50 PM ET

Capital Markets

Company Overview of The Swarthmore Group, Inc.

Company Overview

The Swarthmore Group, Inc. is an employee owned investment manager. The firm primarily provides its services to pension and profit sharing plans and state or municipal government entities. It also caters to high net worth individuals, corporations, public entities, labor unions, foundations, and endowments. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets of the United States. The firm makes its equity investments in growth stocks of large-cap companies. It employs a fundamental analysis with a bottom-up stock picking approach to create its equity portfolio mix. The firm benchmarks the performance of its equ...

1650 Arch Street

Suite 2100

Philadelphia, PA 19103

United States

Founded in 1991

Phone:

215-557-9300

Fax:

215-557-9305

Key Executives for The Swarthmore Group, Inc.

Chief Executive Officer, Chief Compliance Officer, Member of Executive Committee, and Member of Investment Policy Committee
President, Member of Executive Committee, and Member of Investment Policy Committee
Founder and Chairman
Age: 62
Controller
Investment Analyst
Compensation as of Fiscal Year 2014.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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