INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT T: 626.792.2228 LOG IN WISDOM for GENERATIONS We preserve and grow wealth. But that’s far from all we do, as each client has a story all their own. Some have only good stories, such as reaping the rewards of a successful career. Or helping a university endowment offer more scholarships. Others are dealing with the bumps that come to many, from caring for special needs children to unexpectedly losing a life partner. No matter the story, our ultimate duty is to provide a voice of reason for stewarding wealth. Investment counseling is so much more than finances. It’s providing wisdom for generations. Individuals and Families SEE HOW WE HELP YOU manage your wealth grow your wealth transfer your wealth Institutions We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program. READ MORE Viewpoint Read More On MARKET COMMENTARY MANAGE WEALTH FEATURED POST GROW WEALTH FEATURED POST QUARTERLY INSIGHTS: OCTOBER 2021 Clifford Swan The U.S. economy continues its recovery from early 2020. However, economic indicators point to a slowing rate of growth. Estimates for annual GDP grow... READ MORE NEWS | 08.11.2021 MESSAGE FROM THE CEO – AUGUST 2021 NEWS | 07.22.2021 CLIFFORD SWAN RECOGNIZED BY FINANCIAL ADVISOR MAGAZINE 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