Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC is a Pasadena, California-based investment adviser founded in 1985. The firm specializes in providing investment management and counsel primarily to high net worth individuals, families, and charitable organizations. As of mid-2025, Clifford Swan manages approximately $4.1 billion in assets and employs around 33 professionals. The firm is registered with the SEC and has a long-standing reputation for personalized service within the wealth management industry.
Investment Strategy
Clifford Swan Investment Counsel LLC takes a tailored, client-centric approach focused on long-term growth and risk management. The firm primarily manages discretionary assets for high net worth individuals and charitable organizations, utilizing diversified portfolios made up of equities such as Apple, Microsoft, Google, and others. Their investment philosophy centers on individualized planning, careful fundamental analysis, and alignment with each client’s financial goals, emphasizing stability and capital preservation while pursuing steady returns in both up and down markets.
Top Holdings
Equity Positions (313)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.38% | $152.5M | 306,674 | $46.43 | $497.41 | +$37.5M |
A AAPL | APPLE INC | 4.94% | $140.0M | 682,225 | $22.04 | $205.17 | -$13.1M |
C COST | COSTCO WHSL CORP NEW | 3.63% | $102.7M | 103,779 | $101.74 | $989.94 | +$2.9M |
U UPS | UNITED PARCEL SERVICE INC | 3.40% | $96.3M | 954,426 | $119.06 | $100.94 | -$3.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.93% | $83.1M | 170,976 | $93.46 | $485.77 | -$9.7M |