Company Information

Get to know Terry McDaniel & Company Investment Counsel

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Terry McDaniel & Company Investment Counsel

United States

Founded in

1985 (41 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

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FSCA

DFSA

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.