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Fundamental Equity Analysis: What Do the Numbers Say?

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, provide services, or do a combination of the two. We...
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Philanthropy from the Donor’s Perspective

Many of our clients are either active philanthropists or seeking opportunities to positively impact their communities. If you are considering contribu...
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