Experience

When you’ve found an adviser who is independent and held to a fiduciary standard, you’ll want to make sure that fiduciary has the necessary experience to manage the various facets of your financial life.

Experience should not just be limited to the number of years a firm has been in business. This is important, but in measuring an adviser’s experience, we believe you should also consider the size of the firm, their experience in working with affluent and ultra-affluent families, the make-up of their staff, their experience in providing best-in-class service, as well as their experience with their investment philosophy.

At TDC Investment Advisory, we have operated with the same investment philosophy since inception, serving wealthy families and successful businesses with discipline, courage, and conviction. As of December 31, 2016, we manage $1.6 billion assets under management, and an additional $391 million in retirement plan assets under advisement. Our team of over 30 dedicated service professionals across several office locations throughout the country, operate with a never-ending commitment to help families be families. Stronger, closer, and wiser.

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.