Clifford Swan Investment Counselors
www.cliffordswan.comClifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education. Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures
Read moreClifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management. To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education. Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures
Read moreCountry
State
California
City (Headquarters)
Pasadena
Employees
11-50
Founded
1915
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Chairman of the Board , President
Email ****** @****.comPhone (***) ****-****Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Director
Email ****** @****.comPhone (***) ****-****Marketing and Communications Manager
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