Clifford Swan Investment Counsel

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200 S Los Robles Ave
Pasadena, CA 91101
+1 (626) 792-2228
https://www.cliffordswan.com

Clifford Swan Investment Counsel is a trusted financial advisory firm based in Pasadena, CA, dedicated to helping individuals, families, and institutions manage, grow, and transfer their wealth. With a focus on providing peace of mind and financial success, their experienced team of investment counselors offers personalized strategies tailored to each client's unique story and goals. Whether it's navigating the rewards of a successful career or overcoming life's challenges, Clifford Swan is committed to providing wisdom for generations and serving as a voice of reason in stewarding wealth.

As independent investment counselors, Clifford Swan understands the complexities of managing mission-based organizations and works closely with officers, trustees, and board members to develop customized strategies for foundations, endowments, and planned giving programs. With a deep understanding of the market and a commitment to delivering insightful market commentary, Clifford Swan keeps clients informed and empowered to make informed investment decisions. With a track record of success and a dedication to client satisfaction, Clifford Swan Investment Counsel is a trusted partner in achieving financial goals.

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