Finding aid for the A.M. Clifford papers 0133
USC Libraries Special Collections
Doheny Memorial Library 206
3550 Trousdale Parkway
Los Angeles, California 90089-0189
213-740-5900
specol@usc.edu
Language of Material:
English
Contributing Institution:
USC Libraries Special Collections
Title: A. M. Clifford papers
creator:
Clifford, A. M. (Arthur Morton)
Identifier/Call Number: 0133
Physical Description:
1 Linear Feet
1 box
Date (inclusive): circa 1943
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.
Container: 1
Economic surveys and "war loan" data, ca. 1943, from the office of Los Angeles investment counselor A.M. Clifford.
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]
[Box/folder# or item name], A.M. Clifford Papers, Collection no. 0133, Special Collections, USC Libraries, University of Southern
California
COLLECTION STORED OFF-SITE: Advance notice required for 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.
Subjects and Indexing Terms
Los Angeles (Calif.) -- History -- Archival resources
Investment advisors -- California -- Los Angeles -- Archival resources
Clifford, A. M. (Arthur Morton)
Clifford, A. M. (Arthur Morton) -- Archives