Individuals and Families

See How We Help You

manage your wealthgrow your wealthtransfer your wealth

Institutions

We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.

Read More

Featured Post

Quarterly Insights: April 2021

Quarterly Insights: April 2021 Clifford Swan
We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portio...
Read More
News | 04.27.2021

Clifford Swan Is Hiring!

Stay Connected