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This profile was last updated on 12/19/2016 and contains contributions from the  Zoominfo Community.

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Clifford Swan

Investment Counsel

Clifford Swan

HQ Phone:  (626) 792-2228

Direct Phone: (562) ***-****direct phone

Email: c***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Clifford Swan

200 South Los Robles 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, families and...more

Background Information

Employment History

Financial Planning Magazine


Affiliations

CFA Society of Los Angeles Inc

Board Member, Board Member


University of Southern California

Board of Governors Member


Pasadena Community Foundation

Investment Advisor


The Thacher School

Board Member, Trustee


Web References(74 Total References)


Clifford Swan in the Community: Linda Davis Taylor Speaks at The Huntington Library, Art Collections, and Botanical Gardens

www.cliffordswan.com [cached]

Clifford Swan in the Community: Linda Davis Taylor Speaks at The Huntington Library, Art Collections, and Botanical Gardens
By Clifford Swan


Randall L. Zaharia

www.cliffordswan.com [cached]

Randy joined Clifford Swan in 2000 and became a partner in 2001, having worked in the financial services field since 1981.


Recent News | Clifford Swan Investment Counselors

www.cliffordswan.com [cached]

Clifford Swan
Clifford Swan Recognized by Financial Planning Magazine Clifford Swan Recognized by Financial Planning Magazine Clifford Swan Clifford Swan Investment Counselors was named to Financial Planning magazine's January 2017 ranking of the Top 150 RIA Firms. Clifford Swan was ranked... Read More News Clifford Swan Recognized by Forbes Clifford Swan Recognized by Forbes Clifford Swan Clifford Swan was named to Forbes' 2016 list of the 100 Fastest Growing RIA Firms. Clifford Swan was ranked number 51, based on growth in assets under... Read More News Clifford Swan in the Community: Linda Davis Taylor Speaks at The Huntington Library, Art Collections, and Botanical Gardens Clifford Swan in the Community: Linda Davis Taylor Speaks at The Huntington Library, Art Collections, and Botanical Gardens Clifford Swan Clifford Swan Clifford Swan Clifford Swan Investment Counsel Announces 100th Anniversary and Independent Ownership. Read More Clifford Swan Clifford Swan


Anil Kapoor, CPA, CFA | Clifford Swan Investment Counsel

www.cliffordswan.com [cached]

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


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

www.cliffordswan.com [cached]

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


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