Wisdom for Generations. Peace of Mind Today.™
Our focus is your financial success.
Preserving wealth in changing markets, navigating complex financial situations, planning for the future while addressing the needs of today — you don’t have to tackle these challenges alone. Your financial well-being is personal and primary to us. Together, we can provide peace of mind for generations.
The Clifford Swan Difference
Our approach is holistic and specific to you.
We are independently owned, with no outside influences or products to sell. This allows us the freedom to design and refine custom wealth strategies that support your goals through every phase of life. We combine rigorous investment research with comprehensive financial counseling and skilled portfolio management to navigate today’s complex world and evolve your wealth solutions.
Simply put, your priorities and concerns are our own — ensuring a lasting and meaningful impact on your wealth and legacy.
110+ years
Serving affluent individuals and families60+ years
Serving nonprofit organizations100%
Employee-owned$4.1B
Assets under management(as of December 31, 2024)
Why Clifford Swan?
We are fiduciaries intent on helping you sleep well at night.
Since our founding in 1915, we have committed to placing client interests ahead of all other considerations. We care deeply about financial education and promise to work closely with you at each step of your journey, sharing information about financial concepts and imparting investment knowledge to every generation.
By managing your wealth with an independent vision, long-term strategy, and absolute commitment to achieving your goals, we can provide enduring peace of mind.
Who Our Clients Are
- Affluent Individuals, Families, and Private Foundations
- Nonprofit Organizations — Endowments and Planned Giving Programs
- Professional Trustees
- Business Owners and Private Pension Plans
While our firm is based in Pasadena, California, our clients live nearby and across the country in cities large and small, in communities urban and rural, and represent a diverse collection of individuals, families, and institutions. They come from varied backgrounds with their own unique stories, goals, and dreams. Yet, Clifford Swan clients share several commonalities.
Financially Established
Our clients are financially established, having accumulated significant wealth.
Forward Thinking
Many come to us at a time of change, whether personally or professionally, with goals that often span multiple generations.
Purposeful Investors
They share a strong desire to grow and protect their wealth in a thoughtful, clear way, and value having a personal trusted advisor.
Services
Individuals & Families
We provide investment and planning solutions centered on your unique needs and values. A coordinated approach to wealth management helps not only build wealth but also protect what matters most to you — including the future and legacy you envision.
Institutions
Our commitment to nonprofit organizations began in 1962 when we first provided endowment investment management services.
Today, in addition to asset allocation and portfolio implementation, we offer a consultative approach to board governance and best practice concerns, including reviewing investment, spending, and gift acceptance policies to bolster your organization’s mission.
For organizations with planned giving programs, our comprehensive turnkey services include investment management, administration, and donor support.
Our Latest Thinking
Rate Cuts and Your Bond Portfolio
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
Message from the CEO
The holidays have come early at Clifford Swan, as we’ve received the gift of new team members. Given our people are a key component of what makes Clifford Swan strong, we are excited to share a few team updates. Early in 2024, we identified a need to expand our operations team to free up capacity for high-impact technology projects and deliver the best possible operational support to our client-facing teams. We’ve fulfilled this need through the promotion of Diane Riveros and the addition of Jesse Cortes as Operations Specialists.
Wrap up 2024 on a High Note: Year-end Checklist to Boost Your Wealth and Lower Your Tax Bill
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
Protect Your Assets from Phishers
We’ve written before about protecting yourself from financial fraud and encourage you to keep this threat in mind. As technological advances have improved our lives in many ways, an unfortunate side effect is technology’s role in helping cybercriminals construct more sophisticated financial scams. Recently, some of our clients have experienced more advanced phishing attempts that […]
