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Institutions

We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.

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Fundamental Equity Analysis: What Do the Numbers Say?

Fundamental Equity Analysis: What Do the Numbers Say? Randall L. Zaharia
At its core, our equity investment approach at Clifford Swan is to own businesses. On behalf of our clients, we purchase companies that make goods, pr...
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