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


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.

TOP 300 FINANCIAL ADVISER RECENT news & blog POSTS
FT300

In June 2014, Financial Times newspaper named Donaldson Capital  Management one of the top 300 Investment Advisers in the United States. This award recognizes “the best advisers to be found across the US."

Read the Financial Times Special Report

9
JUL

Fixed Income, Part 2...
This is the second installment in a series of blogs aimed at providing answers to our most frequently asked questions regarding bonds, interest rates...

19
JUN

Fixed Income, Part 1...
With interest rates at historic lows, and the Fed saying they will keep short rates low for an “extended time,” there is much confusion...

MEET our PEOPLE  Meet More


Beth Dietsch, RP®

Beth is a Client Services Manager. She's been serving DCM clients since 2001.

 


Kyle Markle, CFP®

Kyle is a Portfolio Manager. He's been serving DCM clients since 2008.

 


Lydia Taylor

Lydia is our Business Information Manager. She's been serving DCM clients since 2013.

 


Brandon Roop, CFP®

Brandon is a Portfolio Manager. He's been serving DCM clients since 2010.


Ciavon Hartman, RP®

Ciavon is VP of Operatons and CCO. She's been serving DCM clients since 2002.


Noel Miller

Noel is a Client Services Manager. He's been serving DCM clients since 2010.