Individual Investors

Overview

Decades of experience at your serviceWith decades of experience in retail brokerage, investment advisory and financial planning, advisors at Boenning & Scattergood utilize strong judgment, deep analytical & communication skills, and an abiding commitment to make wealth work to achieve what clients desire. Continuous professional development helps to keep their skills at the highest level to match clients’ evolving needs. Whether you seek to improve overall financial management, develop and manage retirement plans, or form and implement philanthropic desires, we can provide and objective strategy for achieving your goals.

As an independent firm, we have no obligation to recommend financial products or services offered by any particular fund company. Our collaborative, proactive approach focuses instead on ensuring the guidance and support you receive is driven by your personal circumstances and financial aspirations.

Investment Advisory

In the crowded world of investment management services and financial advisors, 1914 Advisors is recognized for expertise and depth of in-house resources. We focus all of these strengths in pursuing your needs. 1914 Advisors is a division of Boenning & Scattergood, one of the oldest securities and investment banking firms in the Philadelphia region. For more than a century, Boenning & Scattergood has cared for the financial health of individuals, families, personal trusts and estates, businesses, foundations and retirement plans. Through 1914 Advisors, the full complement of Boenning & Scattergood’s capabilities is available to clients seeking comprehensive, customized financial solutions.

PORTFOLIO MANAGEMENT SERVICES

  • Risk Tolerance Assessment
  • Asset Allocation
  • Tax-Sensitive Portfolio Management
  • Securities Analysis
  • Portfolio Construction
  • Tax-Loss Harvesting

FINANCIAL PLANNING SERVICES

  • Comprehensive Financial Statement Preparation
  • Cash Flow Needs Analysis
  • Tax-Sensitive Portfolio Management
  • Retirement and Business Succession Planning
  • Risk Management/Insurance Review
  • Charitable Gift and Estate Planning

Brokerage

Full-Service Expertise and Experience

Our Retail Brokerage group offers transactional brokerage services based on your financial objectives and risk tolerance. Each financial advisor is dedicated to providing valuable and personal investment advice that is suitable to each client. Our clients benefit from the flexibility which allows us to impart relevant and practical advice regarding your financial situation. From our research department with its breadth of coverage to our municipal trading desk, each group works together to ensure a complete and quality client experience. Our products and services are comparable with that of larger firms, but the fundamental distinction lies within the advantage of our customized approach.

BROKERAGE SERVICES

  • Individual Equities
  • Municipal and Corporate Bonds
  • Money Market Instruments
  • Mutual Funds
  • Closed-End Funds
  • Unit Investment Trusts (UITs)
  • Exchange Traded Funds (ETFs)
  • Equity Option Strategies
  • Annuities
  • Real Estate