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, as of December 31, 2021, TFO-TDC managed $3,523,214,904 on a discretionary basis and $27,873,128 on a non-discretionary basis for a total of $3,551,088,032 in regulatory assets under management. In addition, TFO-TDC provided retirement plan consulting services to $604,325,247 of self-directed retirement accounts. In total, as of December 31, 2021, TFO-TDC provided investment advice to $4,155,413,280 in client assets.

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), Phoenix (AZ), St. Louis (MO), as well as Winchester (VA).