AN ASSET MANAGEMENT FIRM GUIDING INDIVIDUALS, FAMILIES, AND BUSINESSES THROUGH EVER-CHANGING MARKET ENVIRONMENTS SINCE 2002.
Our mission is to offer our clients quality service and solutions best suited to their individual needs. With an uncompromising commitment to integrity and a strict adherence to ethical and professional standards, we employ our knowledge and experience with the aim of helping our clients preserve and grow wealth, in order to achieve their goals. By aligning our interests with our clients, we are all stakeholders in the pursuit of better returns through intelligent investing.
Our Services
Wealth Management
A comprehensive approach to wealth management, defining client objectives to
create a tailored investment solution.
Financial Planning
A collaborative and continuous process,
helping individuals and families achieve
their short- and long-term financial goals
through intelligent planning.
Institutional Equity Research
In-depth industry and company-specific
research in five sectors: Building Materials; Engineering & Construction; Telecom
Equipment; Global Logistics; Supply Chain
Non Asset/Cargo Asset Based.
Latest News
Supporting the Leukemia & Lymphoma Society – A Cause Close to Our Hearts
TD&Co. are proud supporters of the Leukemia & Lymphoma Society with high school students leading the charge to make difference in our community.
This year, a group of dedicated high school students--including Peyton Davis, daughter of TD&Co. CEO Bill Davis--has been working tirelessly to raise funds for the Leukemia & Lymphoma Society (LLS). Their efforts are part of an inspiring campaign to support groundbreaking research, patient services, and advocacy for those affected by blood cancers. We’re incredibly proud of their commitment to this cause and the impact they’re making.
Peyton Davis and her friends raised more than $50,000 and the Richmond region raised $613,098!
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