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Clifford Swan

Investment Counselors

Clifford Swan

Direct Phone: (562) ***-****       

Email: c***@***.com

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Clifford Swan

200 S. Los Robles Ave Suite 320

Pasadena, California 91101

United States

Company Description

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, familie ... more

Find other employees at this company (31)

Background Information


Board Member
CFA Society of Los Angeles Inc

Board of Governors Member
University of Southern California

Web References (58 Total References)

Clifford Swan ...

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Clifford Swan

Anil Kapoor, CPA, CFA | Clifford Swan Investment Counsel

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Clifford Swan Investment Counselor Market Outlook (December 2010) Market Outlook (July 2010)

Peter J. Boyle, CFA, CIC | Clifford Swan Investment Counsel

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Clifford Swan offers the unique opportunity professionally to do so with partners who share this same principle.

Clifford Swan Investment Counselor

Our Team of Professionals | Clifford Swan Investment Counsel

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For more information, or if you are seeking to explore the services of Clifford Swan, please contact Kathleen Gilmore, Client Services Officer.

Clifford Swan requires a minimum asset portfolio of $1 million.

Recent News | Clifford Swan Investment Counselors

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Clifford Swan Clifford Swan Investment Counsel Announces 100th Anniversary and Independent Ownership. Read More

Clifford Swan
Clifford Swan
Clifford Swan Clifford Swan instituted a summer internship program in 2014 and hired Katherine Goree and Anuj Mongia, who were selected from over 160 applicants fro...
Clifford Swan

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