Company Overview: Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment advisor based in Pasadena, CA. They manage approximately $3.63 billion in assets, serving high net worth individuals, families, and not-for-profit organizations[1][3]. Services: - Wealth management - Portfolio management for individuals and institutions - Financial planning services Target Audience: High net worth individuals, families, and institutional clients. Unique Selling Proposition (USP): Their employee-owned structure and commitment to a fiduciary standard of care provide personalized, objective investment advice, setting them apart in wealth management[1][3].