What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Clifford Swan Investment Counsel

      Add to Favorites
      Be the first to review!
      Investment Advisory Service, Investment Management, Investments

      200 S Los Robles Ave, Pasadena, CA 91101

      626-792-2228

      CLOSED NOW: 
      Today: 9:00 am - 5:00 pm
      CallWebsite

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      General Info
      Premier Independent Investment Firm 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 non-profit organizations across the nation. The minimum investment amount for a Clifford Swan portfolio is $1 million. As members of the Investment Advisor Association ( IAA ), we adhere to the highest industry standards and we are registered as an investment advisor with the U.S. Securities and Exchange Commission. Our founder, A.M. Clifford literally invented the term 'investment counselor' when he founded the firm in 1915 ; his protege Philip V. Swan carried that tradition forward. See article, Fiduciary or Suitability, for more background on investment counseling. Clifford Swan Investment Counsel is a team of professional colleagues in partnership with their clients. Our investment process is a collective effort, with substantial internal research from our investment team. A personalized portfolio is designed for you from the investment selections identified by the team. This collective effort results in better management and more informed decisions to achieve your long term goals. "An Investment Counselor... should place himself in a position to consider only his client's best interests to the exclusion of every other consideration.
      Extra Phones

      Phone: 626-440-7416

      Fax: 626-792-2670

      TollFree: 800-665-7926

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investment Advisory Service, Investment Management, Investments
      Neighborhoods
      Downtown Pasadena, Pasadena Civic Center District, Playhouse District
      AKA

      Clifford Swan Invest Counsel

      Clifford Swan Investment Counsel Llc

      Other Links

      https://www.cliffordswan.com/contact

      http://cliffordswan.com

      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.