Safeguarding Your Assets

The assets we manage for you are held in your name by qualified custodians. They execute and provide confirmation of all transactions we recommend. Clifford Swan will review all reporting from your custodian and can, upon your request, also review statements from any other custodians acting on assets outside the scope of our recommendations. We gladly provide this additional service to limit your exposure to risk, and to bring greater clarity to your overall financial picture.

As an independent firm, we are free to use any broker/banker custodian who meets our standards and will gladly use a specific custodian you request.

Manage Wealth

Lloyd K. Wong

Manage Wealth

Lloyd K. Wong

Manage Wealth

Carlota B. Venegas

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