TDC Investment Advisory is a wealth management firm specializing nationwide in wealth management services for high net worth individuals, families, and closely held businesses.
Learn More Visit Our Site
TDC Life focuses exclusively on providing comprehensive life insurance and estate planning solutions to successful individuals, their families, and closely held businesses.
Learn More Visit Our Site
Wealth Management | 401K Services | Life Insurance
TDC Companies (TDC Investment Advisory and TDC Life, Inc.) are a group of multi-dimensional wealth and risk management firms in business to serve successful individuals, their families, and their businesses. Our clients include business owners, their businesses, high-profile executives, as well as athletes and entertainers often requiring complex wealth and risk management solutions.
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.
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.
TDC Life focuses exclusively on providing comprehensive life insurance and estate planning solutions to successful individuals, their families, and closely held businesses. Our firm currently services over $7 billion of life insurance death benefit through a systematic process of evaluating, constructing, and servicing customized life insurance portfolios through sophisticated wealth preservation strategies and life insurance designs.
Based in Maumee, Ohio, TDC works with a national network of advisers including investment advisers, attorneys, CPAs, and business managers for athletes and entertainers who have partnered with TDC Life to provide best-in-class services for their clients requiring complex wealth preservation strategies.
TDC Investment Advisory’s Retirement Plan Services division advises over a hundred of institutions and over a thousand of plan participants on their retirement plans frees participants from the burden of constructing and monitoring their own portfolio and provides much needed fiduciary protection to plan sponsors by offering professional management of retirement assets.
TDC has experience working with many types of retirement plans and takes a consultative approach to finding the right solution for you and your employees.
What’s New At TDC
TDC Companies is thrilled to announce that we have earned the distinction as a Top Workplace by the Toledo Blade for the third consecutive year. This is only made possible by the hard work and dedication of our amazing team who help foster a challenging, fun, and collaborative work environment each and everyday.
What’s New At TDC
TDC Companies was honored to join a host of Northwest Ohio leaders on National Philanthropy Day to receive the award as Outstanding Corporate Philanthropist by the Association of Fundraising Professionals Northwest Ohio Chapter. Congratulations to all of this year’s winners and out heartfelt thanks for helping make Northwest Ohio a better place.
Send us a message
