
Safety and Cash Flow
Investments for individuals should provide both relative safety and a predictable, tax-efficient cash flow.

Your investments should not interfere with your sleep at night.

Scarsdale's objectives for its clients are to:
Preserve their wealth, create a reliable, predictable cash flow, reduce Federal income taxes, fund both taxable accounts and retirement accounts with high-quality bonds and charge low fees.

Client Objectives
Newsletter Subscription
Get our free newsletter. For a deeper dive become a client and speak with us directly.
Plan for Financial Independence
We can design and implement a plan for your customized portfolio of high-quality, tax-free and taxable individual bonds. This portfolio would produce a predictable and tax-efficient cash flow, which may enable you to reach financial independence and have a successful retirement.
Tax-Efficient
Your customized bond portfolio of tax-exempt individual municipal bonds would be tax-efficient.
Our Fees
Our fees for this service are very reasonable.
The Unbeaten Path
See your investment future through our eyes. Our latest book is BONDS: The Unbeaten Path to Secure Investment Growth.