Clifford Swan Investment Counsel

Building Long-Term Wealth for Clients

Clifford Swan Investment Counsel provides personalized investment advice to individuals, families, trustees, foundations and endowments. Clifford Swan is the result of a merger of Clifford Associates, the oldest investment counseling firm in the United States, which was founded in 1915, and Philip V. Swan Associates, a “trusted advisor” in managing clients’ assets since 1984.

• Takes pride in doing one thing really well: providing objective investment advice that is solely focused on wealth preservation and long-term consistent and reasonable growth for clients' capital.
• Clifford Swan is a team of professional colleagues in partnership with their clients. The investment process is a collective effort, with substantial internal research from the investment team. A personalized portfolio is designed for clients from the investment selections identified by the team.

Getting Started

To learn more about Clifford Swan Investment Counsel, and the services it provides, see www.cliffordswan.com