Company intelligence
Clifford Swan Investment Counselors
Wisdom for Generations
Financial Services
Pasadena, US
47 employees
Founded 1915
2 public signals
About Clifford Swan Investment Counselors
Clifford 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
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Signals from Clifford Swan Investment Counselors
2 published signals
People
Clifford Swan Investment Counselors welcomed rising college seniors Allison Erickson and Gyury Lee to the team during their undergraduate wealth management internship program.
Reported by Clifford Swan Investment Counselors
Research & Knowledge
Clifford Swan Investment Counselors published a newsletter examining the macroeconomic shift under Chairman Kevin Warsh, focusing on persistent inflationary pressures, AI capital expenditures, and federal debt.
Reported by Clifford Swan Investment Counselors