Overview

TDC Investment Advisory (TDC) is a wealth management firm specializing nationally in services for high net worth individuals, families, and closely held businesses. As an independent Registered Investment Adviser, TDC manages $1.4 billion assets under management and consults on an additional $302 million in self-directed retirement assets under advisement as of December 31, 2015.

TDC is headquartered in Maumee, Ohio, with offices located in Denver (CO), Houston (TX), New York City (NY), Phoenix (AZ), St. Louis (MO), as well as Winchester (VA).

What is of the upmost importance to our firm is the investment philosophy we believe in with discipline, courage, and conviction. A philosophy based on decades of academic research and empirical evidence and one we have embraced and adhered to for over 24 years.

Our mission in coming to work each and every day is to help families be families - stronger, closer, and wiser. We are a firm with a purpose, one that helps our clients connect how their wealth can contribute meaning, purpose, and happiness to their lives, and create enduring wealth for generations to come.

Our goal in exploring Succession Link is to find motivated sellers who share our same passion for combining an evidence-based investment philosophy with helping families understand what their wealth is really for.


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