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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.
Clifford Swan has been recognized as the 16th largest RIA in California in Financial Advisor Magazine’s fifteenth annual ranking of independent advisory firms nationwide. This recognition reflects our continued growth and commitment to providing comprehensive wealth management services to our clients. We are honored by this achievement, which speaks to the trust our clients place […]
War, the Changing Shape of AI, and the New Fed Mandate From renewed unrest in the Middle East to growing questions about the artificial intelligence boom, the investment landscape remains complicated. Judging by today’s elevated valuations, investors appear willing to look past these risks. While that optimism may prove justified, the recent leadership change at […]
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, […]