Clifford (A.M.) papers Edit

Summary

Identifier
0133
Finding Aid Date
2010
Description Rules
Describing Archives: A Content Standard

Dates

  • circa 1943 (Creation)

Extents

  • 1 Linear Feet (Whole)
    1 box

Agent Links

Subjects

Notes

  • 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.

  • Scope and Contents

    Economic surveys and "war loan" data, ca. 1943, from the office of Los Angeles investment counselor A.M. Clifford.

  • Biographical note

    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]

  • Preferred Citation

    [Box/folder# or item name], A.M. Clifford Papers, Collection no. 0133, Special Collections, USC Libraries, University of Southern California

  • Conditions Governing Access

    COLLECTION STORED OFF-SITE. Advance notice required for access.

  • Conditions Governing Use

    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.

Instances

  • Type
    Text
    Container 1 Type
    Box
    Container 1 Indicator
    1

Components