Collection context
Summary
- Title:
- A. M. Clifford papers
- Dates:
- circa 1943
- Creators:
- Clifford, A. M. (Arthur Morton)
- Abstract:
- Economic surveys and "war loan" data, ca. 1943, from the office of Los Angeles investment counselor A.M. Clifford, one of the first investment counselors in the United States.
- Containers:
- Box: 1
- Extent:
- 1 Linear Feet 1 box
- Language:
- English
- Preferred citation:
-
[Box/folder# or item name], A.M. Clifford Papers, Collection no. 0133, Special Collections, USC Libraries, University of Southern California
Background
- Scope and content:
-
Economic surveys and "war loan" data, ca. 1943, from the office of Los Angeles investment counselor A.M. Clifford.
- Biographical / historical:
-
A.M. Clifford was one of the first Amerian businessmen to use the term "investment counselor". He founded his brokerage firm in Los Angeles in 1911. When one of his wealthy clients asked him to review her $30 million in assets in 1915, Clifford called himself "an investment counselor and financial analyst." By 1921, Clifford was focusing exclusively on investment counseling and charging fixed fees for his services.
[Source: Clifford Swann Investment Counsel, http://cliffordswan.com/about-us/history]
- Rules or conventions:
- Describing Archives: A Content Standard
Indexed terms
About this collection guide
- Date Encoded:
- This finding aid was produced using ArchivesSpace on 2014-11-20 10:36:56 -0800 .
Access and use
- Restrictions:
-
COLLECTION STORED OFF-SITE: Advance notice required for access.
- Terms of access:
-
All requests for permission to publish or quote from manuscripts must be submitted in writing to the Manuscripts Librarian. Permission for publication is given on behalf of Special Collections as the owner of the physical items and is not intended to include or imply permission of the copyright holder, which must also be obtained.
- Preferred citation:
-
[Box/folder# or item name], A.M. Clifford Papers, Collection no. 0133, Special Collections, USC Libraries, University of Southern California
- Location of this collection:
-
Special CollectionsDoheny Memorial Library, Room 209Los Angeles, CA 90089-0189, US
- Contact:
- (213) 740-5900