Let Cash Flow From Bonds Drive Your Investment Strategy

Protect and Grow Your Assets: Our mission is to enable individual investors who have substantial investable funds to protect their principal and create a reliable income.

Safety and Cash Flow

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

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Your investments should not interfere with your sleep at night.

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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

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Scarsdale Investment Group

Investment Philosophy

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.  

This comprehensive book explains how to create The All-Bond Portfolio.

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Stan & Hildy Richelson

35

Years

Established in 1987