Premier Independent Investment Firm We pride ourselves on doing one thing really well: providing objective investment advice that is solely focused on wealth preservation and long-term consistent and reasonable growth for our clients' capital. We manage portfolios for individuals, families and non-profit organizations across the nation. The minimum investment amount for a Clifford Swan portfolio is $1 million. As members of the Investment Advisor Association ( IAA ), we adhere to the highest industry standards and we are registered as an investment advisor with the U.S. Securities and Exchange Commission. Our founder, A.M. Clifford literally invented the term 'investment counselor' when he founded the firm in 1915 ; his protege Philip V. Swan carried that tradition forward. See article, Fiduciary or Suitability, for more background on investment counseling. Clifford Swan Investment Counsel is a team of professional colleagues in partnership with their clients. Our investment process is a collective effort, with substantial internal research from our investment team. A personalized portfolio is designed for you from the investment selections identified by the team. This collective effort results in better management and more informed decisions to achieve your long term goals. "An Investment Counselor... should place himself in a position to consider only his client's best interests to the exclusion of every other consideration.
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Thompson & Thompson Investment Advisors, Inc. (T&T) provides financial planning and investment management including plans for improving cash flow, for saving and investing for retirement, for buying a house, for paying for college, and for buying life insurance. For clients focusing on retirement, T&T services include plans for investing assets to improve returns within a level of risk acceptable to the client, for withdrawing income and principal to pay for normal living expenses in retirement, for when and how to take social security benefits, for supporting parents or children who need assistance, for selling a house or obtaining a reverse mortgage, and for making gifts to their children and other beneficiaries, including charities, during their lives and/or on their deaths.
First Financial Consulting is a pioneer in fee-only advisory services. Based in the heart of Pasadena, California, we provide comprehensive financial planning and investment consulting services and have an extensive history of helping our clients achieve their financial goals. Our clients face a wide variety of situations. Some trust our guidance to manage significant wealth, while others find themselves at other stages of wealth accumulation. We help our clients build, manage, and preserve their wealth, and are committed to putting our clients' interests first. From our beginnings over 35 years ago, we have been dedicated to the highest standards of trust, integrity, and service. In all the areas of our work with clients, we seek to educate as well as to advise. We have found that the best financial decisions are made when clients have participated in developing their financial plan, understand the reasons behind key recommendations and ultimately have confidence that they are financially prepared for the future. Put simply, our success is not measured by performance statistics but rather by the success of our clients in achieving their financial goals.
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