Boenning & Scattergood
Founded in 1914, Boenning & Scattergood, Inc. is a Philadelphia-based independent investment bank and asset management firm. It provides a wide range of financial services to individual, institutional, corporate, and municipal clients. The firm's offerings include equity research, public finance, portfolio management, and investment banking, along with asset management and sales and trading for both equity and fixed income. Boenning & Scattergood also specializes in securities analysis, portfolio construction, financial statement preparation, cash flow analysis, and various planning services such as business succession and estate planning. The firm serves diverse sectors, including aerospace, defense, healthcare, energy, and education, maintaining a legacy of service and expertise that spans over a century.
Columbus Macro
Acquisition in 2021
Columbus Macro is an independent boutique asset manager that focuses on managing assets in global capital markets for institutions, financial advisors, and affluent families. The firm offers a range of investment management services, including discretionary asset allocation, portfolio consulting, and outsourced Chief Investment Officer services. Columbus Macro specializes in multi-asset portfolio management and employs both quantitative and qualitative methods for risk management. Its approach includes developing core strategies tailored to specific asset classes and providing custom-designed services to meet the unique needs of its clients.
Sweney Cartwright
Acquisition in 2019
Sweney Cartwright & Co. is a broker-dealer located in Columbus, Ohio, specializing in tax-free municipal bonds, stocks, mutual funds, and general brokerage services. The firm offers personalized investment services and critical financial advice, aiming to tailor solutions to meet the unique needs of its clients. As a subsidiary of Boenning & Scattergood, Inc. since July 30, 2019, Sweney Cartwright is committed to providing comprehensive support in navigating various investment opportunities.
Guardian Technology Partners
Acquisition in 2004
Guardian Technology Partners is an intellectual property investment bank that commercializes intellectual property.
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