Clifford Swan Investment Counselors

Wisdom for Generations

General Information
Company Name
Clifford Swan Investment Counselors
Founded Year
1915
Location (Offices)
Pasadena, United States +1
Founders / Decision Makers
Number of Employees
35
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Clifford Swan Investment Counselors - Company Profile

Clifford Swan Investment Counselors is a company that specializes in providing personalized strategies for wealth preservation and growth for individuals, families, and mid-sized institutions. Established in 1915, the company operates within the Financial Services and Wealth Management industries, priding itself on being completely independent and employing a disciplined, long-term approach towards investment management.

One of their key differentiators is the collaborative approach they take with clients, using their experience and expertise to address issues such as wealth transfer and family education. Their commitment to personalized advisory services is captured in their slogan, "Wisdom for Generations."

Currently, there is no information available regarding the latest investment or the investors involved with Clifford Swan Investment Counselors. For more details, interested parties can refer to their social media disclosures available at http://www.cliffordswan.com/socialmediadisclosures.

Taxonomy: Wealth management, Investment counseling, Financial planning, Asset management, Wealth preservation, Family wealth education, Long-term investment, Independent financial services, Mid-sized institutions, Wealth transfer, Disciplined investment approach, Personalized strategies, Expert wealth advisors, Generational wealth, High net worth individuals

Funding Rounds & Investors of Clifford Swan Investment Counselors (0)

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There is no investment information

Latest News of Clifford Swan Investment Counselors

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No recent news or press coverage available for Clifford Swan Investment Counselors.

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