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 Pasadena. We honor him for his impact on the investment counsel profession over his career of more than forty years in the industry. We are grateful for his leadership in launching his own advisory firm in 1984, which merged with Clifford Associates in 2007 to become Clifford Swan Investment Counselors. The two companies joined together based upon a shared heritage and common values of independent advice, rigorous investment research, and commitment to clients.
Phil Swan began his career in the investment management industry in 1955 as a securities analyst with Clifford Associates. For 23 years, he was associated with the national firm, Lionel D. Edie & Co, where he managed Southern California operations and served as an officer and director of the company. Throughout his career, Phil Swan was passionately dedicated to providing exceptional investment counsel to individuals, families, and charitable entities.
An obituary has been published in the Los Angeles Times. A memorial service will be held on Tuesday, December 19, 2017 at 9:30 a.m. at San Marino Community Church, located at 1750 Virginia Road, San Marino, CA 91108. A reception will follow at the Valley Hunt Club. For further information, please contact Linda Davis Taylor, Chair and CEO, Clifford Swan Investment Counselors, at firstname.lastname@example.org or 626-792-2228.