Skip to content

Every Journey Is Distinct

Just Like Our Investment Strategies

Financial freedom – Let's take it on together. Because it's not just where you're going, it's how we help you get there. And we take a practiced, steady path to help get you where you want to be, no matter the financial climate. Investing shouldn't be the adventure. Save that for your journey ahead.

Financial freedom – Let's take it on together. Because it's not just where you're going, it's how we help you get there. And we take a practiced, steady path to help get you where you want to be, no matter the financial climate. Investing shouldn't be the adventure. Save that for your journey ahead.

Our focus on security, income and growth – in that order – seeks to ensure your savings and your plan are always intact so you can live the life you want.

Security

We reduce risk and volatility by never touching your principal - safeguarding your largest asset.

Income

The power of the rising dividend allows us to seek sources of generous and dependable income, for the long term.

Growth

We believe in investments that increase in value each year and hand-pick each to fit your needs and goals.

Our Investment Cornerstone

We founded our equity investment strategy on dividends for several reasons. First, dividends help us determine a company’s financial health and true value. Second, they let us share in a company’s prosperity by paying us a portion of today’s earnings. Finally, they represent over 40%* of the market’s total return. For these reasons, we only invest in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. With this approach, you can attain a reliable income with less worry about the current market conditions.

home graph

Actual Company Example *Data Source: Yahoo! Finance, 12/12/1995 - 12/31/2021.

Actual performance will vary; past performance may not be indicative of future results.

How We Help You Get There

As your partner, we work so your investment works for you, in the long term and the day to day. And as a fiduciary, we always put your interests above our own.

Wealth
Management

for Individuals

We can help you find financial freedom on your own terms. Learn how our emphasis on security, income and growth will take you where you want to be.

Learn More

Retirement Plan Services

for Businesses

Together, let’s build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

Learn More

Foundations & Endowments

As shepherds for your investment, we will help your mission reach its potential with minimal risk.

Learn More

Strength in Numbers

$2.4 BILLION

Assets managed by DCM for individuals and institutions as of 12/31/2021

14.8% ANNUALLY

Average yearly dividend increases over the last 10 years, as of 2/16/2022.

$64.8 MILLION

Withdrawn by clients from dividend and interest income without touching their principal this year. (January 1, 2021 - December 31, 2021)

Donaldson was named by CNBC to the 2022 CNBC Financial Advisor 100 List on October 4, 2022, selected from more than 39,800 registered investment advisory firms.

No compensation was provided to CNBC to obtain inclusion on the list, but there is a licensing fee to utilize the CNBC 2022 FA 100 logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on CNBC.com/FA100.

100 YEARS

Combined retirement advisory experience in our firm

Morningstar

Overall Morningstar Rating™ out of 466 funds in the Large Value Morningstar category as of 9/30/2022.
Disclaimer

Meet Your Team

Some places, you just get an advisor. Here you get a team that has the full support of every department.

Get To Know Your Team

Contact Us

Let's get started planning your financial future.

Get In Touch