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The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
In its sixteenth annual RIA ranking, Financial Advisor magazine again recognized Clifford Swan among the country’s leading independent advisory firms. The 2022 results place the firm as the 15th largest registered investment adviser in California, reflecting another year of consistent growth and client trust. The survey is open to qualifying independent RIAs that file directly […]
Looking back on my first year serving as CEO, the theme of the year has been resiliency. Covid has presented so many individual and collective challenges. I am extremely proud of the Clifford Swan team for their adaptability, support of one another, and unwavering commitment to our clients. There was (and still is) a true […]
Clifford Swan has been recognized in the 2021 Financial Advisor RIA Survey, an annual ranking of independent advisory firms across the United States. This year’s survey lists the firm as the 20th largest registered investment adviser in California. The rankings are based on participating independent firms that satisfy Financial Advisor magazine’s eligibility criteria, including SEC […]
Clifford Swan was once again included in Financial Advisor magazine’s annual RIA survey, moving to the 16th largest independent registered investment adviser in California. The recognition highlights the firm’s ongoing growth while maintaining its disciplined, client-focused investment approach. The survey includes independent firms that meet Financial Advisor‘s eligibility requirements, including SEC registration and the delivery […]
The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has also joined the Board of Directors and serves as its Chair. Our Chief Operating Officer and Chief Financial Officer, James Brown, continues in his existing role. Peter, Kathleen, and Jim collectively bring […]
Los Angeles Business Journal magazine recognizes Clifford Swan in their annual ranking of money management firms, ranking Clifford Swan as the 65th largest money management firm in Los Angeles county. Los Angeles Business Journal 2020 Ranking of Money Management Firms 2020
Clifford Swan’s CEO Linda Davis Taylor is featured in The Chronicle of Higher Education, calling on all colleges to consider financial literacy a requirement for graduation. Every College Should Require Financial Preparedness
Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is convening “Money Talks” in which participants share personal finance stories and strategies to help each other grow and thrive.In celebration of Financial Planning month, the women of Clifford Swan held a […]
For National Business Women’s Day, Clifford Swan’s CEO Linda Davis Taylor wrote this article encouraging women to share personal finance strategies across their networks to help each other grow and thrive. Celebrating National Business Women’s Day: Sharing our wealth of knowledge
John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer internship program. Abby is a rising junior at Claremont McKenna College where she is pursuing a degree in Economics and Philosophy and a minor in Financial Economics. Also a rising junior, John […]
Clifford Swan was recognized in Financial Advisor magazine’s fourteenth annual survey of independent registered investment advisers. The 2019 rankings placed the firm as the 17th largest RIA in California, reflecting its continued growth and commitment to serving clients with independent investment advice. RIA Ranking & Survey 2019
In a recent article on helping grown children become financially independent, Clifford Swan’s CEO Linda Davis Taylor offers her insights. For grown children that are trying to establish a career, she recommends utilizing a business-style family meeting to develop a strategy. As an alternative to making financial gifts, Linda describes how setting up a family […]
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