TDC Investment Advisory’s Approach

Focus on What You Can Control

At TDC Investment Advisory, our approach to helping families be families is based on one simple premise: to help our clients find that beautiful place between what’s most important to them and the things they can control in regards to their investments.

When we have a conversation with you, we focus on understanding how you see your wealth contributing meaning and happiness to your life. We find that families stay better connected when they see their wealth and values aligned, and by doing so, each can simplify the process to reaching their long-term financial objectives.

Examples of Things That Might Matter to Your Family:

  • Financial security–will I have enough? Will my family have enough?
  • Not spending more than you make
  • Am I on track to meet my financial objectives?
  • Have I properly planned for the future?

Examples of Things You Can Control:

  • The funds you buy
  • Cost
  • The adviser you choose
  • Spending habits
  • Proper diversification

Our approach to helping families understand what they should focus on is guided by four principals we believe every investor should look for in their wealth manager. They should:

TFO-TDC, LLC dba TDC Investment Advisory is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. By using this website, you accept our Terms of Use outlined in Legal Notices and Privacy Notice. TDC Investment Advisory offers investment advisory services only in states where we are registered, have completed a notice filing or where an exemption or exclusion from such notice filing exists. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. The content on this website is for informational purposes only and does not constitute a complete description of TDC Investment Advisory’s investment advisory services. Certain investments are not suitable for all investors and are not available to all TDC Investment Advisory Clients. Before investing, consider your investment objectives and TDC Investment Advisory’s fees.