our firm

Donaldson Capital Management intends to be different, not just to be different, but to purposefully serve our clients in ways other investment companies have not. Our clients have worked hard, sacrificed, and used great discipline to acquire the assets they have. In nearly every case, those assets will be used to support their lifestyles for decades to come. As our founder, Greg Donaldson, would say, “We’re not kidding around here.” Planning for a client’s future and investing their assets is serious business. At DCM, everyone takes this responsibility seriously. Our clients deserve more than seeing us try to outguess the markets. They expect us to employ proven strategies and create portfolios that work for their lives and we intend to deliver on those expectations.