Donaldson Capital Management
- Financial Services
Donaldson is an independent, fee-only, fiduciary RIA firm managing nearly $3 Billion in assets under management since 1995. As a nationwide Private Advisory firm we manage assets for individuals, retirement plans, trusts, foundations, and corporations. We do this through a rising dividend investment strategy. Large, well-established companies with above average dividend yields and exceptionally long records of increasing those dividends.
The foundation of our unique approach to rising dividend investing was born from the need of an endowment whose top priority was Security of Principal, with a strong need for a continuous and dependable stream of Income. That income and the udnerlying principal needed Growth to fight the effects of inflation, and exceptional Service to educate and support the organization managing the endowment in more ways than they had been accustomed to in the past.
We recognize the value in clear, simple, and honest communication with our clients. Each discussion is an opportunity for us to serve clients, build trust, and learn from each other.
Turning nest eggs into paychecks. We help individuals retire comfortably.
JobsFinancial Planner - Tax SpecialistCategory: Financial ServicesDONALDSON CAPITAL MANAGEMENT Wealth Solutions · Sandy Springs, Georgia At Donaldson Capital Management, people are our purpose. We strive to hire “good heads and great hearts” because our relationships and our people separate us from the rest. We know that investing takes patience, commitment, and humility. Those principles guide our dedication to serving clients’ best interests and define our ...read more
ContactMatt GladbachPhone:(470) 567-4814
Whom to Contact
- Mr. Matthew GladbachLead Investment Advisor#400 Embassy RowSuite 108Atlanta, GA 30328Phone: (314) 303-8957
Embassy Row down the road from the Sandy Springs Chamber location. #400 Embassy Row NE, Ste. 108