Donaldson Capital Management

This year, without touching their principal, our clients will withdraw over $12 million of dividend and interest income generated by their portfolios.

Security We invest only in strong companies that can weather the worst of storms, and we employ quality strategies that keep us from trying to outguess the market.	Income We only buy stocks and bonds that pay consistent dividends and interest so we can create dependable income on which you can live in retirement.	Growth Our portfolios are built to not only produce reliable and increasing income, but also to preserve and grow your initial investment.	Service Our team believes in what we do, and that it must be done well. We are always ready to provide you with fast, convenient, and personal service.

INVESTMENT policy COMMITTEE

MOST RECENT take-away POSTS

Every Monday morning our Portfolio Managers gather together to discuss the economy and make decisions on what stocks and bonds should be in our portfolios. We do not take this responsiblity lightly, but consider the best interest of our clients each time we meet.

We invite you to view the Take-Aways from the most recent discussion of our Investment Policy Committee.

MIKE HULL, PRESIDENT

MAY

Is the Market Too Hot?
The market has been on a tear in 2013. The S&P closed at 1666 on Monday - up almost 17% year-to-date ,and nearly 30% over the past 12...

MAY

The Fed and "Irrational Exuberance"
The Fed has begun to pay more attention to the market’s 15% rise over the past year. Until recently, 1% upward days were a good thing. The Fed...

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