A complete list of active advisors currently associated with Clifford Swan Investment Counselors

Warmer can help you find a great advisor at Clifford Swan Investment Counselors or one who fits your needs even better.

Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals (including high-net-worth clients), charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm manages about $4.48 billion in client assets and offers portfolio management, ongoing financial and tax-aware planning, access to private investments for qualified clients, and administrative services for deferred charitable gift vehicles. Investment decision-making is driven by proprietary, security-level fundamental research for equities and credit-focused fixed-income analysis, with portfolios typically constructed for long-term, diversified exposure across equities, fixed income and selected private investments. The firm selectively delegates portions of client mandates to sub-advisers when appropriate, applying formal due diligence and continuous oversight while tailoring portfolios to each client’s objectives, liquidity needs and tax considerations. Clifford Swan publishes periodic client reports and a firm newsletter on investment topics, a communication practice that is relatively uncommon among multi-team peers. The firm also recently added a sub-advised Single Stock and Portfolio Risk Management program that uses exchange-traded options to manage concentrated equity positions and continues to provide specialized private-investment sourcing and charitable trust administration.

To learn more about the advisors currently working at Clifford Swan Investment Counselors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.