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