Clifford Swan in the Community

Clifford Swan In The News

Peter Boyle is quoted in Financial Planning author, Ann Marsh's article: "Real Estate's Rehabilitation"

Financial Planning Ranks Clifford Swan Investment Counsel as the 9th Largest RIA in California, and 47th Largest in the United States.

Linda Davis Taylor is quoted in MSN author, Liz Weston's Article: "What the 1% Knows About Money"

Linda Davis Taylor is featured in the Spring 2013 issue of Scripps Magazine.

Financial Advisor Magazine Ranks Clifford Swan Investment Counsel as the top 9th RIA in California, and top 50th in the United States.

Community Involvement

  • May. 4, 2013
    Linda Davis Taylor Leads Discussion about Women and Money at Scripps College Reunion Weekend

    Linda Davis Taylor teamed up with Scripps College Economics Professor Sean Flynn in a dialogue with alumnae on “Women’s Financial Fitness” during Reunion Weekend.

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  • Nov. 2, 2011
    Clifford Swan Sponsors " Fallow Ground or Fertile Soil? The Unrealized Potential Of Charitable Real Estate Gifts"

    Clifford Swan is proud to have sponsored this seminar for local professionals. Hosted by Methodist Hospital Foundation, Caltech, The Huntington Library and Huntington Hospital, this seminar shared information regarding the untapped potential of real estate as a charitable gifting option in uncertain times.

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  • Sep. 11, 2011
    Clifford Swan Investment Counsel Hosts Annual Young Stewards Program

     

    Clifford Swan Investment Counsel hosted a very successful session of the Young Stewards Program on Sunday, September 11, 2011 at the Huntington Library, Art Collections and Botanical Gardens.

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  • Sep. 1, 2011
    Roger Gewecke is Elected Vice President of the CFA Society of Los Angeles

    Roger Gewecke was elected Vice President of the CFA Society of Los Angeles, after serving on the Board for seven years. Roger is also a course coordinator and instructor for the USC/LASFA CFA Review Program.

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  • Apr. 6, 2011
    Linda Davis Taylor Coaches Women Professionals at O'Melveny and Meyers LLP on How to Take Charge of Their Personal Finances

    Linda Davis Taylor spoke to a group of 80 women professionals at O'Melveny and Myers LLP in Downtown, Los Angeles, about how to manage their personal finances on April 6, 2011. The presentation, titled "Achieving Financial Fitness: Is Your Money Working as Hard as You?" encourages women to become informed about their own finances, and their investment options.

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  • Sep. 22, 2010
    Clifford Swan Investment Counsel Supports Expansion of the Pasadena Independent Schools Foundation

    Clifford Swan Investment Counsel is pleased to have been able to help fund the expansion of PISF's efforts to educate an enlarged group of students and bring additional resources to the Pasadena-area charities these students have chosen to support.

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