INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT T: 626.792.2228 LOG IN INSTITUTIONS Understanding the needs of the institutional investor Mission-based, not-for-profit organizations have a unique mandate; preservation of assets and proper stewardship of funds, with clear and regular reporting, are critical. As independent investment counselors, we are uniquely suited to the task and have extensive experience providing long-term, stable and reasonable growth to colleges and universities, hospitals, 501c(3) charities and associations. We establish a direct relationship with your organization’s trustees and board members, and our objective, conservative management of scholarship funds, endowments and charitable trusts is always well documented. In our fiduciary capacity, we are the agent to the trustee in matters of investment management, as well as charitable trust and gift annuity administration. Let's take the next step together INSTITUTIONS GOODBYE TO THE STRETCH-IRA AND HELLO TO TESTAMENTARY CHARITABLE GIFT ANNUITIES AND TESTAMENTARY CHARITABLE REMAINDER TRUSTS Kenneth H. Dike INSTITUTIONS GOODBYE TO THE STRETCH-IRA AND HELLO TO TESTAMENTARY CHARITABLE GIFT ANNUITIES AND TESTAMENTARY CHARITABLE REMAINDER TRUSTS Kenneth H. Dike INSTITUTIONS PLANNED GIVING TOOLS FOR MEETING YOUR PHILANTHROPIC GOALS Kenneth H. Dike STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer Form CRS

INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT T: 626.792.2228 LOG IN LOGIN Account Access for Clifford Swan Clients Login and view your personal reports and account information: Clifford Swan Management Reports Other financial institutions: City National Bank Charles Schwab-Signature Alliance Fidelity Investments Union Bank of California STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer Form CRS

INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT T: 626.792.2228 LOG IN IMMINENT RETIREMENT You’ve worked hard to accumulate your wealth. We help you preserve it. At some point in your working life, retirement planning moves from the simple accumulation of assets—from whatever source—to a more sophisticated and clearly defined plan for using those assets. Clifford Swan Investment Counselors focus primarily on preservation of assets and long-term, stable growth. We do so by getting to know you, your wants and your values, and then creating a plan designed to help you reach your goals. Learn more about how we manage wealth FEATURED POST QUARTERLY INSIGHTS: OCTOBER 2021 Clifford Swan FEATURED POST QUARTERLY INSIGHTS: OCTOBER 2021 Clifford Swan FEATURED POST LONG DAY’S JOURNEY INTO NIGHT Kevin J. Cavanaugh STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer Form CRS