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Remembering Philip V. Swan

It is with great sadness that we announce the loss of our visionary co-founder and friend Philip V. Swan, who passed away on December 7, 2017 in Pasad...
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Summer Internship Program Successfully Completes Fourth Year

Yijia Yang and Samuel Glazer were selected from over 200 applicants for the fourth year of Clifford Swan Investment Counselors’ wealth management summ...
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Clifford Swan at Dodger Stadium

On July 20th, Clifford Swan colleagues attended the Dodgers vs. Braves game.
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Linda Davis Taylor Interviewed on Philanthropy

Linda Davis Taylor, Chairman and CEO, was featured in a series of publications on philanthropy that were published by State Street Global Advisors. To...
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Message from the Chairman - March 2017

We are very pleased to announce that Erica White has been named a principal of the firm. An Investment Counselor who joined Clifford Swan Investment C...
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Clifford Swan Recognized by Financial Planning Magazine

Clifford Swan Investment Counselors was named to Financial Planning magazine's January 2017 ranking of the Top 150 RIA Firms. Clifford Swan was ranked...
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Clifford Swan Recognized by Forbes

Clifford Swan was named to Forbes’ 2016 list of the 100 Fastest Growing RIA Firms. Clifford Swan was ranked number 51, based on growth in assets under...
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Clifford Swan in the Community: Linda Davis Taylor Speaks at The Huntington Library, Art Collections, and Botanical Gardens

On Thursday, September 22, 2016, Clifford Swan Investment Counselors hosted an educational talk in the Stewart R. Smith Board Room of The Huntington L...
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Remembering Bruce C. White

All of us at Clifford Swan are very sorry to announce the loss of our colleague and friend Bruce White, who passed away this week. We thank him for hi...
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Clifford Swan Investment Counsel Announces 100th Anniversary and Independent Ownership

Clifford Swan Investment Counsel Announces 100th Anniversary and Independent Ownership.
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