Boenning & Scattergood

Overview

Established in 1914, Boenning & Scattergood is an independent financial services firm providing a wide range of investment solutions. The firm offers services such as brokerage, wealth management, equity research, and investment banking, catering to individual investors, corporate and municipal clients, and institutions. Their expertise spans various asset classes, including fixed income, equity, private equity, real estate, commodities, hedge funds, infrastructure, and venture capital. Boenning & Scattergood employs a client-focused approach, emphasizing trust and transparency in all client relationships. Their seasoned financial advisors deliver tailored services to address unique financial goals and needs, ensuring that each strategy is both practical and comprehensible. The firm's commitment to integrity, expertise, and client service has been a cornerstone of their operations for over a century. The firm's investment philosophy centers on delivering sound and sensible guidance, empowering clients to build robust futures. They seamlessly merge the strengths of a regional boutique firm with the extensive resources typically offered by national financial services organizations. This combination grants them the nimbleness to seize opportunities promptly while ensuring they offer clients a comprehensive range of resources to address their financial needs with precision.

Portfolio Companies