Wealth Management

For years, our independent Registered Investment Advisory firm, TDC Investment Advisory, has shared a never-ending commitment to helping families becomes closer, stronger, and wiser through holistic wealth management services. We combine 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.

At TDC, we like to think we help our clients fulfill their long-term vision, their perfect world. 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 share an understanding that we are charged with a very important task, a focus that transcends the limits of what traditional wealth managers might offer. We help families:

• Better understand what their wealth is really for
• Align their wealth with their long-term goals and values
• Connect how their wealth can contribute meaning, purpose and happiness to their lives
• Maintain and grow their wealth together for generations to come

Headquartered in Maumee, Ohio, with offices in Phoenix (AZ), St. Louis (MO), Winchester (VA), and of course here in Houston (TX), TDC Investment Advisory managed $2,508,649,499 on a discretionary basis and $37,691,776 on a non-discretionary basis for a total of $2,546,341,275 in regulatory assets under management as of December 31, 2019. In addition, TFO-TDC provided retirement plan consulting services to $499,988,064 of self-directed retirement accounts. In total, as of December 31, 2019, TFO-TDC provided investment advice to $3,046,329,339 in client assets.

Advisory Services provided by TFO-TDC, LLC.