Clifford Swan Investment Counselors
Overview
Clifford Swan Investment Counselors is an independent, employee-owned firm specializing in comprehensive wealth management services for affluent individuals, families, and institutions. With over a century of experience, the firm offers personalized investment strategies, including fixed income, private equity, real estate, and venture capital, tailored to each client's unique financial goals. Their approach emphasizes a holistic understanding of clients' needs, ensuring that investment decisions align with both immediate objectives and long-term aspirations. The firm's investment strategy is characterized by a disciplined, long-term approach, focusing on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. This methodology is designed to navigate complex financial landscapes and adapt to evolving market conditions. By integrating rigorous investment research with comprehensive financial counseling, Clifford Swan aims to preserve and grow wealth across various asset classes and stages. Clifford Swan's commitment to client education and fiduciary responsibility underscores its dedication to providing enduring peace of mind. The firm's longstanding success is rooted in its values, which prioritize putting clients first and adhering to the highest ethical standards. This client-centric philosophy has been recognized by industry peers, with the firm consistently ranking among top financial advisory firms in various publications.
Investment Focus
- Accredited Investor Status
- Investment Horizon
- Risk Tolerance Assessment
- Due Diligence Process
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Clifford Swan Investment Counselors
What sectors does Clifford Swan Investment Counselors invest in?
Clifford Swan Investment Counselors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Pasadena, California, United States. Clifford Swan Investment Counselors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Clifford Swan Investment Counselors invest at?
Clifford Swan Investment Counselors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Clifford Swan Investment Counselors invest in?
Clifford Swan Investment Counselors invests across United States.
Who are the partners at Clifford Swan Investment Counselors?
Team members listed for Clifford Swan Investment Counselors include Ralph Weil (Owner) and Ed Ogle (Principal).
What companies has Clifford Swan Investment Counselors invested in?
Clifford Swan Investment Counselors's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Clifford Swan Investment Counselors?
Clifford Swan Investment Counselors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
