Professional Investment Services - Each client receives the benefit of over 100 years of combined investment experience. Our revenue is generated solely by asset-based fees. We do not sell any investment products nor are we affiliated with any other financial institution.

Personalized Portfolio Design - Each portfolio is designed to reflect the client's needs, tax situation, and risk tolerance.

Attention to the Client - The client relationship is very important to Terry McDaniel & Co. The portfolio manager is always accessible to discuss any aspect of the portfolio.