We feature a strong independent research capability aimed at building portfolios of exceptional quality for our clients. We coordinate our efforts with our clients’ other advisors, such as their accountants, attorneys, and other professionals.
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| Founded in 1985, Terry
McDaniel & Company provides investment counseling and portfolio management
services to private clients, charitable foundations, and employee benefit
plans. We manage in excess of $630 million in client assets. Our firm is
a Registered Investment Advisor under the Investment Advisors Act of 1940.
We feature a strong independent research capability aimed at building portfolios of exceptional quality for our clients. We coordinate our efforts with our clients’ other advisors, such as their accountants, attorneys, and other professionals. |
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