Why TD&Co.?
We offer many of the same services you would expect from a larger institution while having the boutique advantage to provide a more personalized client experience. We understand that every client has a unique financial situation and risk tolerance, so we work diligently to ensure that portfolios are specifically tailored based on the current and future goals of our clients.
“Nothing focuses your attention on conducting quality research and analysis more than having your own money on the line.”
— Bill Davis, CEO & Portfolio Manager
“In good markets and bad, there are always stocks that go up.”
— Hunter Thompson, Chairman
Expertise
Our advisors come from varied careers in the disciplines of research, business and brokerage. They offer our clients a seasoned perspective and distinctive approach. Although our conversation may begin with your portfolio, we listen and learn about your goals, your challenges and your needs.
Time & Attention
When you call TD&Co., you’ll be greeted by a human, not a multi-level automated phone system. Our team strives to answer all calls during regular business hours and return any messages promptly. Our boutique size means that you can speak with your portfolio manager and the operations team assisting them in the day-to-day administration of your accounts. When you are ready to review your investment strategy/objectives, discuss life changes, or update long-term goals, we are just a phone call, email, or videoconference away.
Execution
For more than two decades, we have demonstrated our ability to guide clients through all types of market cycles and volatility. We remain steadfast in our unique approach to portfolio management and believe “you need to be different to be better.”
