Clifford Swan Investment Counsel provides advice that is

• Independent
• Unbiased
• Tailored to your best interest
• Based on our own research.

We have no financial ties to particular funds, stocks or bonds.

We are not compensated by the sale of any of these products.

We are paid a percentage of assets managed or a flat fee.

We are passionate about finding the best investments for you to match a long-term strategy of asset conservation and reasonable growth.

The Definition of Investment Counselor

Investment Counselors are a designation of financial advisors that are held to the highest standards for offering advice free of outside influences or undisclosed conflicts.

Our founder A.M. Clifford first coined the term Investment Counselor in 1915. We are charter members of the Investment Advisor Association (IAA, formerly, the Investment Counsel Association). Many of the principles of conduct first prescribed by A.M.Clifford in his treatise, The Investment Counselor (1925), and later adopted by the IAA, have been used by Congress, the Securities Exchange Commission, and the U.S. Supreme Court in defining the standards of fiduciary conduct applicable to all investment advisors.

More about the history of Clifford Swan and the investment counsel industry