Clifford Swan Investment Counselors advises individuals, families and mid-size institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, the company employs a disciplined, long-term approach toward investment management.
Total AUM: $2.77B+
Years in Business: 104
Accounts Under Management: 750 clients
Principals:
Peter Boyle, President
Linda Davis Taylor, Chairman and CEO
Contact:
177 E. Colorado Boulevard, Suite 550, Pasadena, CA 91105
(626) 792-2228
