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, 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 an independent Registered Investment Adviser, as of December 31, 2020, TFO-TDC managed $2,874,742,282 on a discretionary basis and $24,702,300 on a non-discretionary basis for a total of $2,899,444,583 in regulatory assets under management. In addition, TFO-TDC provided retirement plan consulting services to $568,691,821 of self-directed retirement accounts. In total, as of December 31, 2020, TDC Investment Advisory provided investment advice to $3,468,136,405 in client assets. Our team of over 30 dedicated service professionals across eight office locations throughout the country operates with a never-ending commitment to help families be families. Stronger, closer, and wiser.