Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business. We continue in that form today with a team of seasoned investment professionals delivering the very best in personalized investment counseling services. We are rooted in Texas values of loyalty, courtesy and common sense.
We serve a wide variety of clients, including families, retirement plans, trusts and charitable organizations. For most clients, we manage all the investments, while in some cases we also provide investment policy and oversight services to portfolios with multiple managers.
The core of our business is managing equity and bond portfolios to meet the specific requirements of each client. We invest directly in individual stocks and bonds that meet the high standards of our research team.
Our only business is providing comprehensive investment counseling and portfolio management. We are compensated solely by asset-based management fees and are a registered investment adviser under the Investment Advisers Act of 1940. We adhere to a fiduciary standard in all of our relationships.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 2630 Exposition Boulevard,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- tmcdanco.com
- Keywords
- Austin.
- HQ
- Austin, Texas
Terry Mcdaniel & Company Investment Counsel Questions
Terry Mcdaniel & Company Investment Counsel's website is tmcdanco.com
Terry Mcdaniel & Company Investment Counsel's LinkedIn profile is https://www.linkedin.com/company/terry-mcdaniel-&-company
Terry Mcdaniel & Company Investment Counsel has
15 employees.
View email and phone details for 15
employees at Terry Mcdaniel & Company Investment Counsel.
Terry Mcdaniel & Company Investment Counsel's industry is
Financial Services
Terry Mcdaniel & Company Investment Counsel's top competitors are
Cts Mobility,
Atel,
Deerwood Advisors, Inc.,
T1 Entertainment & Sports,
First Capital Partners, Llc,
Overmatch Ventures,
Skyline Advisors,
Satori Corporation,
Trust Ventures,
Exit Partners.
Terry Mcdaniel & Company Investment Counsel's categories are Financial Services
Terry Mcdaniel & Company Investment Counsel's founding year is 1985
