For nearly 20 years, Donaldson Capital Management has helped our clients enjoy dependable, rising incomes from their investments.

Producing sustainable, growing income is as different from typical investing strategies as baseball is from boxing, and not all investment advisors have the same skills. We manage your assets like a charitable foundation – to deliver a dependable stream of increasing income while lasting at least as long as you do.

Our simple but uncommon investment strategy, investing directly in quality companies with consistently increasing dividends, has achieved that goal. And, it has outperformed the S&P 500 over the past 3, 5, and 10 year periods.

For investors seeking higher income and even lower volatility, we also offer portfolios that balance stocks with fixed income securities such as investment grade bonds and preferred stocks.

If you have $500,000 or more to invest, contact us today to hear how our strategy and personal service can work for you.

Questions for Your Financial Advisor