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Helping Families. It’s What We Do.

Wealth Management | 401K Services | Life Insurance | Risk Management

TDC Companies (TDC Investment Advisory, TDC Life, Inc., BridgePoint Risk Management, LLC) 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

Wealth Management Services

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, TDC manages $2.3 billion in regulatory assets under management and consults on an additional $409 million in self-directed retirement plan assets as of December 31, 2017.

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.

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TDC Life

Life Insurance & Estate Planning Services

TDC Life has 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.

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BridgePoint Risk Management

Risk Management Services

At BridgePoint Risk Management, we are experts in providing custom property and casualty insurance programs for successful individuals, families, and businesses. We simplify the complex by consolidating all of your benefits into one complete insurance plan, ensuring you are never left to wonder if you are adequately insured.

Our boutique property and casualty insurance agency serves successful families, commercial businesses and private business owners, family offices and professional advisers, athletes and entertainers, and sophisticated collectors of fine art, wine, and automobiles.

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TDC Investment Advisory

Retirement Plan Services

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.

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What’s New At TDC

TDC Companies, Inc. Invests in Facility Expansion

To accommodate our continued growth, we broke ground late last year on a new building addition that will be adjacent and connected to our firm’s Maumee, Ohio headquarters. Read more on our exciting expansion.

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