Clifford Swan Investment Counsel

    OverviewSuggest Edit

    Clifford Swan Investment Counselors is a wealth and investment management company. It advises individuals, families, and mid-sized institutions, providing strategies for wealth preservation and growth.
    TypePrivate
    Founded1915
    HQPasadena, CA, US
    Websitecliffordswan.com

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Jan 2021)29
    Cybersecurity ratingAMore

    Key People/Management at Clifford Swan Investment Counsel

    Gretchen E. Lee

    Gretchen E. Lee

    Chief Compliance Officer

    Clifford Swan Investment Counsel Office Locations

    Clifford Swan Investment Counsel has an office in Pasadena
    Pasadena, CA, US (HQ)
    225 S Lake Ave # 550
    Show all (1)

    Clifford Swan Investment Counsel Financials and Metrics

    Summary Metrics

    Founding Date

    1915

    Clifford Swan Investment Counsel Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    92/100

    SecurityScorecard logo

    Clifford Swan Investment Counsel Online and Social Media Presence

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    Clifford Swan Investment Counsel Blogs

    Quarterly Insights: January 2021

    Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and a polarized electorate, deeply affected our investment markets, economy, political landscape, and personal lives. The past 12 months were …

    Putting 2020 Behind Us and Looking Towards 2021

    We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation of COVID cases, hospitalizations, and, unfortunately, deaths. Consumer and business spending plummeted, and economic growth dramatically de…

    Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

    The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, and encourage retirement savings1. One of the many provisions in this act is the elimination of the “stretch-IRA” whereby an IRA owner would make a memb…

    Clifford Swan Is Hiring!

    November 3, 2020

    Quarterly Insights: October 2020

    This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, politics, and all levels of government. We do not know the longer-term impact of the shutdown on businesses, whether additional fiscal stim…

    Clifford Swan Investment Counsel Frequently Asked Questions

    • When was Clifford Swan Investment Counsel founded?

      Clifford Swan Investment Counsel was founded in 1915.

    • Who are Clifford Swan Investment Counsel key executives?

      Clifford Swan Investment Counsel's key executives are Gretchen E. Lee.

    • How many employees does Clifford Swan Investment Counsel have?

      Clifford Swan Investment Counsel has 29 employees.

    • Who are Clifford Swan Investment Counsel competitors?

      Competitors of Clifford Swan Investment Counsel include Wahed Invest, Capco and Edison.

    • Where is Clifford Swan Investment Counsel headquarters?

      Clifford Swan Investment Counsel headquarters is located at 225 S Lake Ave # 550, Pasadena.

    • Where are Clifford Swan Investment Counsel offices?

      Clifford Swan Investment Counsel has an office in Pasadena.

    • How many offices does Clifford Swan Investment Counsel have?

      Clifford Swan Investment Counsel has 1 office.