Category: Investments and funds. Country: United States (USA).
Founded in 1985, Terry McDaniel & Company provides investment counseling and portfolio management services to private clients, charitable foundations, and employee benefit plans. We manage in excess of $400 million in client assets. Our firm is a Registered Investment Advisor under the Investment Advisors Act of 1940. We feature a strong independent research capability aimed at building portfolios of exceptional quality for our clients. We coordinate our efforts with our clients’ other advisors, such as their accountants, attorneys, and other professionals. We conduct proprietary independent research and focus on quality and long-term staying power in the investments we . With regard to common stocks, we believe that investors achieve success through long-term ownership of companies with certain critical qualities based on sustainable growth principles. Some of the key requirements for sustainable growth are essential products and services, superior management, consistently attractive internal rates of growth, strong financials and expanding business prospects. In addition, the managements of such companies understand that they serve diverse constituencies - customers, suppliers, employees, shareholders and communities. They are sensitive to broader concerns such as humanitarian issues, quality of life and the environment. Outside of the equity portfolio, we invest in high-quality bonds for current income needs and risk management. We only those fixed-income securities exhibiting the highest credit and quality standards. Our research effort is integral to our successful relationships with clients. Through our team of six experienced analysts, we conduct independent and in-depth research into the leading global sustainable growth companies that meet our strict investment criteria. Our intense effort and disciplined practices identify these businesses that will provide a sustainable growth engine to client portfolios for years to come.
Our focus is very fundamental in nature. We believe that stock ownership represents ownership in a business that has an important role in society and the communities in which it operates. Consequently, each analyst focuses on the fundamentals that provide a foundation for growth at the company level. In our view, securities research consists of the primary areas of financial statement analysis, understanding industry competitive forces, thinking like management, and sensing the intangibles that can often make or break a company. Over time, we have found that our continued and disciplined emphasis of these areas has identified successful growth investments and, at the same time, has avoided negative surprises that can quickly destroy investment capital. Our position is one of independence, where every investment decision is based on our own proprietary research from our own experienced analysts...
Address: 2630 Exposition Blvd., Suite 300, Austin, Texas TX 78703, Phone: 512 495 9500
