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, 2022, TFO-TDC managed $3,199,093,772 on a discretionary basis and $24,444,077 on a non-discretionary basis for a total of $3,223,537,849 in regulatory assets under management. In addition, TFO-TDC provided retirement plan consulting services to $526,171,566 of self-directed retirement accounts. In total, as of December 31, 2022, TFO-TDC provided investment advice to $3,749,709,415 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).