Clifford Group, LLC
The Clifford Group, LLC is an independent wealth management and financial advisory firm headquartered in Wayland, Massachusetts, United States. Founded in 2020, the firm provides comprehensive investment management, financial planning, retirement solutions, and family office services, dedicating itself primarily to high-net-worth individuals and their families, as well as trusts, estates, and businesses. The team practices as fiduciaries, focusing on personalized, goals-based solutions and building long-term relationships. The firm has fewer than 25 employees and is recognized for its client-centric approach, integrity, and innovation.
Investment Strategy
The Clifford Group utilizes a customized, goals-based investment management approach focused on understanding clients' unique concerns and objectives. Their strategy emphasizes diversification, risk management, and tailored portfolio construction for high-net-worth individuals. The firm operates with a fiduciary standard, offering unbiased advice, integrating financial planning and investment strategy, and leveraging a network of specialists when necessary. They aim to optimize both short-term and long-term outcomes, consistently evolving to meet clients’ changing needs in an increasingly complex financial landscape.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 29.02% | $35.3M | 62,196 | $398.63 | $568.03 | +$4.7M |
M MGK | VANGUARD WORLD FD | 8.40% | $10.2M | 27,925 | $298.74 | $366.17 | +$1.9M |
V VXF | VANGUARD INDEX FDS | 8.23% | $10.0M | 51,988 | $160.97 | $192.71 | +$1.4M |
E EFV | ISHARES TR | 4.44% | $5.4M | 85,218 | $49.41 | $63.48 | +$286.1K |
M MUB | ISHARES TR | 3.70% | $4.5M | 43,108 | $105.87 | $104.48 | +$13.4K |