CLIFFORD ASSOCIATES, INC.
POMPANO BEACH, FLORIDA

To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education. A.M. Clifford, our founder, not only coined the term “investment counselor” in 1915, but provided the definition on which recognized fiduciary care standards are modeled. We have held firm, and continue to do so today, to the simple yet clear principle of holding a client’s best interests above all other considerations. See How We Help You We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.