You are about to leave the Clifford Swan website. We are not responsible for the content or accuracy of information on any third-party websites nor do we monitor or endorse such websites. If you would like to leave the Clifford Swan website and visit the third-party website, please select “Continue” below.
Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
All of us at Clifford Swan are very sorry to announce the loss of our colleague and friend Bruce White, who passed away this week. We thank him for his 21 years of service and will miss him dearly. Years of Service: 1995-2016
(Pasadena, CA) ̶ Clifford Swan Investment Counsel announced today that the Pasadena-based firm has entered into a definitive agreement to acquire City National’s current equity interest in Clifford Swan and become 100% employee-owned. The deal is expected to close by the end of 2015. Formed by the merger of Clifford Associates and Philip V. Swan […]
Next Up
Explore how our services help individuals, families, and institutions achieve their financial goals with clarity and confidence.
