Clifford Swan Investment Counsel advises individuals, families and mid-size institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, the company employs a disciplined, long-term approach toward investment management.
Total AUM: $2.77B+
Years in Business: 20
Accounts Under Management: 2,366
Peter Boyle, President
Linda Taylor, Chairman
177 E. Colorado Boulevard, Suite 550, Pasadena, CA 91105