True to the vision of our founders

Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth.  Completely independent, we employ a disciplined, long-term approach toward investment management.

To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education.

Our founding principles have served our clients well

A.M. Clifford, our founder, not only coined the term “investment counselor” in 1915, but provided the definition on which recognized fiduciary care standards are modeled. We have held firm, and continue to do so today, to the simple yet clear principle of holding a client’s best interests above all other considerations.

Providing independent, unbiased advice created solely for your needs

Our investment counsel should reflect who you are, what you value and the life you want for you and your loved ones. To do so, we must gain a thorough understanding of your unique situation today, and stand ready to respond to changes in your life that can impact your investment strategy. We apply our internal research to your situation to create your recommended investment portfolio. That recommendation is conflict-free; we have no ties to, nor receive compensation from, any funds, stocks, bonds or outside parties. 

In this way, we remain true to the vision of our founders.

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