This year marks a milestone as Clifford Swan celebrates its 110th year. Established with the visionary idea of providing independent investment advice, we remain committed to our founders’ timeless values —client-first focus, highly personalized service, attention to detail, and delivering financial success.
As we celebrate this anniversary, we reflect on key moments that shaped our firm and industry:
1915: A.M. Clifford founds his investment counselor business—the first of its kind.
1925: Clifford publishes The Investment Counselor, laying the foundation for industry standards.
1937: Clifford helps establish a professional association for investment counselors in Southern California.
1947: A national organization follows and survives to this day as the Investment Adviser Association.
1984: Philip V. Swan, a former Clifford employee, launches his own advisory firm.
2007: The two firms merge to become Clifford Swan Investment Counsel.
2015: Clifford Swan celebrates 100 years, a new location, and a return to independent ownership.
2025: Managing over $4 billion in assets, we continue to deliver financial peace of mind to individuals, families, private trustees, and nonprofit organizations.
While we take pride in our pioneering role in the industry, you don’t get to celebrate over a century as a company by staying the same. As always, our focus is your financial success. If there’s anything we can do to serve you better, call, email, or visit our offices anytime—I welcome the opportunity to connect with you.
New Website
We’re excited to unveil our newly launched website. It highlights who we are, what we do, and how we can help. Every detail—from the site’s structure and language to the images of our team and offices—reflects the care we have for our clients.
The website provides an in-depth look at how we meet our clients’ unique financial needs, prioritizing a thorough understanding of your aspirations and needs before offering tailored solutions.
Community Support
As we mark a milestone year, we are sobered by the devastation caused by the Eaton and Palisades Fires, which have affected many, including our colleagues, retirees, and clients.
If you are looking to support the recovery effort, Pasadena Community Foundation is doing an incredible job stewarding donations. For our part, we are proud to have contributed to their Eaton Fire Relief and Recovery Fund. Together, we will rebuild and emerge stronger.
The above information is for educational purposes and should not be considered a recommendation or investment advice. Investing in securities can result in loss of capital. Past performance is no guarantee of future performance.
