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Clifford Swan Recognized by Financial Advisor Magazine

July 2018 - Clifford Swan Investment Counselors is pleased to announce it has been recognized in Financial Advisor magazine's thirteenth annual rankin...
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Clifford Swan Investment Counselors Named to 2018 Financial Times 300 Top Registered Investment Advisers

June 28, 2018 – Clifford Swan Investment Counselors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Regist...
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Clifford Swan Supports the Pasadena Festival of Women Authors

Clifford Swan Investment Counselors is proud to have supported the 10th anniversary of the Pasadena Festival of Women Authors as a community sponsor. ...
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Clifford Swan in the Community: Linda Davis Taylor Supports Financial Literacy Program at Scripps College

Linda Davis Taylor, Clifford Swan Investment Counselors’ Chairman and CEO and the former chair of the Board of Trustees of Scripps College, has provid...
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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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