Terry McDaniel & Company is an independent, employee-owned investment management firm founded in 1993. The firm specializes in providing disciplined investment counsel and portfolio management for a clientele of high-net-worth individuals, families, and institutional clients such as endowments and foundations. Their core mission is to help clients achieve their long-term financial goals through customized management of equity, fixed income, and balanced portfolios, emphasizing a long-term investment horizon and rigorous fundamental analysis.

Founded in

United States