Clifford Associates - About Clifford Associates

<body bgcolor="#FFFFFF" text="#000000"> <p><font face="Georgia, Times New Roman, Times, serif"><a href="f_about.htm" target="_top">About Clifford Associates</a> | <a href="f_investment.htm" target="_top">Investment Counseling</a> | <a href="f_managing.htm" target="_top">Managing Charitable Trusts</a> | <a href="f_linkstools.htm" target="_top">Links and Tools</a> | <a href="f_contactus.htm" target="_top">Contact Us</a> | <a href="index.htm" target="_top">Home</a></font> </p> <table width="450" border="0" cellspacing="0" cellpadding="0"> <tr> <td height="925"> <div align="center"><font face="Georgia, Times New Roman, Times, serif"><b><font size="4" color="#996600">AN OVERVIEW OF CLIFFORD ASSOCIATES</font></b> </font> </div> <p><font face="Georgia, Times New Roman, Times, serif" size="4" color="#996600"><b>History</b></font><font face="Georgia, Times New Roman, Times, serif"><br> <font size="2">Founded in 1915, Clifford Associates is acknowledged to be the oldest investment counseling firm in the United States. Our long history of successful investing - and the conservative philosophy on which is based - has spanned over eight decades, including the 1929 stock market crash, World War II, the onset of post war monetary inflation, and the globalization of economies.</font></font></p> <p><font face="Georgia, Times New Roman, Times, serif" size="4" color="#996600"><b>Organization</b></font><font face="Georgia, Times New Roman, Times, serif"><br> <font size="2">Clifford Associates is registered as an investment advisor with the U.S. Securities and Exchange Commission. As members of the Investment Counsel Association of America (ICAA), we adhere to the highest industry standards. Employee's personal investment activity is governed by our philosophy of holding our client's interest above our own.</font></font></p> <p><font face="Georgia, Times New Roman, Times, serif" size="4"><b><font color="#996600">People</font></b></font><font face="Georgia, Times New Roman, Times, serif"><br> <font size="2">We function like a partnership. Each of us is involved in the day-to-day supervision of accounts. Our clients benefit from an investment process that is both disciplined and collegial. They enjoy the personalized attention of an expert counselor and the comfort of knowing that every investment professional at the firm participated in security selection and strategic decisions. This collective effort results in better management and more informed decisions for our clients.</font></font></p> <p><font face="Georgia, Times New Roman, Times, serif" size="4" color="#996600">WHO WE WORK FOR</font></p> <p><font face="Georgia, Times New Roman, Times, serif" size="4" color="#996600">Individuals</font><font face="Georgia, Times New Roman, Times, serif" size="2"><br> Investment counseling requires a commitment to stand by a family through difficult transitions and to protect its hopes and traditions. At Clifford Associates, we view each family group as one relationship that covers a wide range of services and often endures for generations. Whether we are managing individual investments, family trusts or retirement savings, our focus is on the preservation of wealth, the maximization of tax advantages and the smooth transfer of estate assets to succeeding generations. Please see "What is <a href="f_counseling.htm" target="_top">Investment Counseling</a>" </font></p> <p><font face="Georgia, Times New Roman, Times, serif" size="4" color="#996600">Institutions</font><font face="Georgia, Times New Roman, Times, serif" size="2"><br> A long history of quality, reliability, and service has made Clifford Associates the advisor of choice for endowments, charitable trusts, universities, hospitals and other non-profit organizations. We take full advantage of today's sophisticated technology to service institutional clients anywhere in the world.</font></p> <p><font face="Georgia, Times New Roman, Times, serif" size="2">Clifford Associates provides non-profit institutions a turnkey approach to the investment management and administration of their planned giving programs. This comprehensive program is described under "<a href="f_giving_services">Planned Giving Services</a>". </font></p> <p align="center"><font face="Georgia, Times New Roman, Times, serif" size="1"><a href="#top">Return to top</a></font><font face="Georgia, Times New Roman, Times, serif" size="2"> <br> </font></p> </td> </tr> </table> <p>  </p> </body>