Scarborough Alliance Corporation
August 20, 2008 FEATURED ARTICLEMY ACCOUNTRETIREMENT ILLUSTRATIONSDA

About Scarborough Capital
In addition to pension and 401k accounts, many people seek advice for other money they may have invested or saved. They want one trusted advisor to handle their overall investment portfolio.

Scarborough Capital Corporation, an affiliated company of Scarborough Alliance, is an Investment Advisor firm registered with the Securities & Exchange Commission. Scarborough Capital is dedicated to helping you and your family achieve your investment goals. Although some of Scarborough's plans are exclusively for IBEW members, your family members and friends are welcome to become clients of Scarborough Capital.

Consistent with our other plans, we offer low-cost, top-performing investments and, very importantly, we provide honest, straightforward advice. We can develop an investment plan that's customized to meet your individual situation. We offer a full array of investments including:

  • Mutual Funds
  • Stocks
  • Bonds
  • IRAs (Traditional & Roth)
  • Money Market
  • Annuities
  • CDs
  • Retirement Plans for small businesses

  • Unlike other companies, we don't charge you commissions for products we recommend. Instead, we receive a modest annual fee based on assets that you invest with us. Because we don't receive commissions, we can recommend products that we believe are right for you - not the ones that pay the highest commission.

    Working with a trusted Investment Advisor could be one of the best investment decisions you will ever make.
    Scarborough Capital Corporation can help you develop a customized strategy for your investments. Since we are an independent advisor, we can offer objective advice that stems from being able to offer a wide variety of investment products, including no-load mutual funds from many of the leading fund families.

    Consolidate your assets and simplify your life!
    Many investors like the convenience of having their assets in one place and not having to deal with multiple brokers and/or mutual fund companies. Another advantage is the convenience of only having to make one phone call to:

  • Check on the status of their accounts
  • Get answers to their investment questions
  • Have someone that understands their overall financial situation

  • Our alliance with Schwab Institutional provides you with access to thousands of mutual funds from well-known mutual fund companies, such as:

    Vanguard
    T. Rowe Price
    Artisan
    PIMCO
    Fidelity
    Dodge & Cox
    Managers
    Scudder

    Our Services
    Once you become a client of Scarborough Capital Corporation, we will:
  • Discuss your financial needs, goals and risk tolerance
  • Recommend a portfolio of investments
  • Monitor your investments to ensure they are performing up to expectations
  • Replace underperforming investments
  • Conduct an annual review of your account
  • Make appropriate adjustments to your investment portfolio as your financial needs and goals change


  • Investment Advisory Fee
    The Advisory Fee we charge is among the lowest in the industry - typically 50% to 75% less than that of other investment advisors.

    This special fee is available if you or a direct family member has established an account of at least $100,000 with any of the Scarborough Companies (For example, if you transferred your company pension lump-sum or 401k to Scarborough.) If the minimum is not reached a fee of up to 1.00% may be charged.

    Our fee is as follows:
    Annual Advisory Fee
    0.50%

    The Advisory fee is deducted quarterly (0.1250%) from your account. The fee is based on the account value as of the last day of the previous quarter. For more complete information, please refer to the Investment Advisory Agreement.

    Working with a highly respected Investment Advisor such as Scarborough Capital Corporation could be one of the best investment decisions you will ever make.

    If you would like more information, please call us at 800-223-7608.

    Download Scarborough Capital Brochure (Pdf).
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