November 10, 2016

Clifford Swan Investment Counselors hosted a conference call on November 10, 2016 as a part of an "Our Best Thinking" educational series for clients and friends. Entitled "Asset Allocation and Diversification: Investment Management Research and Due Diligence," the presentation was led by Max Pray, CFA, and Lloyd Wong, CFA, and moderated by Linda Davis Taylor. Max and Lloyd described how we at Clifford Swan conduct due diligence and select outside managers for client portfolios in which third-party investments are appropriate.

Please click here to be directed to a recording of the presentation. 

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