Premier Independent Investment Firm
We pride ourselves on doing one thing really well: providing objective investment advice that is solely focused on wealth preservation and long-term consistent and reasonable growth for our clients' capital.
We manage portfolios for individuals, families and non-profit organizations across the nation. The minimum investment amount for a Clifford Swan portfolio is $1 million.
Independent, Unbiased Advice
Our independent, unbiased advice is dedicated to your best interest and based on our own research. We do not have any financial ties to funds, stocks or bonds and are not compensated by the sale of any of these products. We are paid a percentage of assets managed, period.
As members of the Investment Advisor Association (IAA), we adhere to the highest industry standards and we are registered as an investment advisor with the U.S. Securities and Exchange Commission. Our founder, A.M. Clifford literally invented the term 'investment counselor' when he founded the firm in 1915; his protégé Philip V. Swan carried that tradition forward. See article, Fiduciary or Suitability, for more background on investment counseling.
Our Team Effort Benefits You
Clifford Swan Investment Counsel is a team of professional colleagues in partnership with their clients. Our investment process is a collective effort, with substantial internal research from our investment team. A personalized portfolio is designed for you from the investment selections identified by the team. This collective effort results in better management and more informed decisions to achieve your long term goals.
"An Investment Counselor... should place himself in a position to consider only his client’s best interests to the exclusion of every other consideration.”
"We pride ourselves on delivering compelling, customized investment management and advisory services without regard to outside third party influences.”
Our Clients
Non- Profit Institutions:
