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 is an independent, globally-engaged boutique asset manager. They actively manage assets in the global capital markets on behalf of institutions, financial advisors and families of substantial wealth. Their capabilities include discretionary asset allocation, portfolio strategist overlay, and outsourced Chief Investment Officer (OCIO) services as well as portfolio consulting.
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 is an intellectual property investment bank that commercializes intellectual property.
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