Clifford Swan Investment Counselors Email Format

Financial ServicesCalifornia, United States11-50 Employees

Clifford Swan Investment Counselors operates in the financial services sector, providing independent, personalized investment management for individuals, families, and mid-sized institutions. The firm emphasizes wealth preservation and growth through a disciplined, long-term investment philosophy, tailoring strategies to each client's circumstances. It leverages its experience to address issues of wealth transfer and family education, supporting clients as they navigate the responsibilities and possibilities of substantial wealth.

Based in Pasadena, California, the firm serves a client base that includes individuals, families, and mid-sized institutions seeking prudent stewardship of assets. Its independence allows it to align investment decisions with client interests, adopting a disciplined approach rather than short-term market opportunism. In March 2024, Clifford Swan named David Lin as Chief Investment Officer, marking a notable leadership development for the firm.

Get verified Clifford Swan Investment Counselors emails free

Company overview Employee directory