Our Firm

TDC Investment Advisory (TDC) is a wealth management firm specializing nationwide in services for high net worth individuals, families, and closely held businesses. As an independent Registered Investment Adviser, TDC manages $2.1 billion in regulatory assets under management and consults on an additional $409 million in self-directed retirement plan assets under advisement as of December 31, 2018.

TDC combines an academically-based investment philosophy, with portfolio development, a team of experienced professionals, and a fiduciary standard of care to deliver an investment experience with discipline, courage, and conviction.

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