Clifford Swan Investment Counselors

Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment advisor serving high-net-worth individuals, families, and not-for-profit organizations. With over $3.8 billion in assets under management and approximately 950 client relationships, Clifford Swan is committed to providing objective investment management and financial advice with personalized, responsive client service. Our longstanding success as a firm is rooted in our values, which prioritize putting our clients first and adhering to the highest ethical standards.