Philip V. Swan Associates

Established in 1984, Philip V. Swan Associates provides personalized investment counsel to individuals, families, trustees, foundations and endowments.Through personal and responsive client service, Swan Associates earns the role of “trusted advisor” in managing clients’ investment assets.

• A thorough understanding of each client's investment objectives and requirements contributes to a highly effective relationship.
• A diversified portfolio of individual common stocks and fixed income securities will provide for capital appreciation, income production, and management of volatility.
• A significant portion of the portfolio's performance and risk characteristics are derived from asset allocation decisions.
• Companies that exhibit consistent financial performance, strong balance sheets, and dominant market share will produce increasing share prices.

Getting Started

To learn more about Philip V. Swan Associates and the services it provides, see www.philipswan.com.