Donaldson Capital Management

About Us

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.