Helping Families Be Families | Stronger. Closer. Wiser.

General Info

TDC Investment Advisory (TDC), a DBA of TFO-TDC, LLC, 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. That is simply the “what” we do. The “why” we do it, is much simpler – to help families be families. Stronger, closer, and wiser. While helping our clients get to their desired finish line is something we cherish, our purpose as a firm goes much deeper. Ironically, this purpose has little to do with the investment advice we provide. For us, this purpose is the reason we get out of bed in the morning and look forward to coming to work each and every day; that purpose is to help families and it’s directly connected to everything we do. We help high net worth families interested in: • Creating a plan to align their substantial wealth with their purpose • Collaborating with their next generations to understand and sustain their family values • Maintaining a long-term relationship to help navigate through their personal and collective journeys • Allowing their wealth to make their family stronger, closer and wiser.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 5:00 pm

Contact Info

Phone:

Main - 419-891-9999

Address:

1440 Arrowhead Dr Maumee, OH 43537

Link:

http://tdcinvestmentadvisory.com

Reviews

Be the first to review!

54321

Write a Review

Category

Investment Advisory Service