Clifford Swan Investment Counselors Interview Guide

Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment adviser dedicated to serving high net worth individuals, families, and not-for-profit organizations. With a robust portfolio of over $4 billion in assets under management and approximately 950 clients, the firm stands out for its commitment to personalized investment management services and financial advice, rooted in thorough research and a deep understanding of client needs. The culture at Clifford Swan is built on mutual respect and adherence to the founders' core values, emphasizing a client-first approach, meticulous attention to detail, and an unwavering commitment to clients' financial success. This environment not only fosters strong client relationships but also empowers employees to thrive and contribute meaningfully to the firm's mission.