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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, […]
Financial Advisor magazine recognizes Clifford Swan in their sixteenth annual ranking of independent advisory firms around the country, ranking Clifford Swan as the 15th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial […]
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 […]
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms around the country, ranking Clifford Swan as the 20th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial […]
Financial Advisor magazine recognizes Clifford Swan in their annual ranking of independent advisory firms, ranking Clifford Swan as the 16th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related services […]
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 […]
Financial Advisor magazine recognizes Clifford Swan in their fourteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 17th largest RIA in California. RIA firms applied for consideration. To be eligible for the ranking, firms must be independent registered investment advisers, file their own ADV statement with the SEC, and provide financial planning and related […]
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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