Donaldson Capital Management
Institutional investorEvansville · 75 people tracked
Also known as Donaldson
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Investment thesis
DCM promotes wealth building grounded in stability rather than speculation, prioritizing client security, income, and growth. It offers a spectrum of portfolios ranging from its growth-oriented Sequoia strategy (aiming to beat the market on a rolling three-year basis) and the Cornerstone strategy (balancing income and capital growth with reduced volatility), to the high-yield Income Builder and the safety-focused Preservation of Capital fixed-income strategy. The firm's approach rests on three principles—security, income, and growth—with each strategy emphasizing the ones most relevant to the client. DCM emphasizes a personal, client-first process built on listening and collaboration to tailor investment strategies to individual financial needs.
Source: firm website, verified Sep 29, 2026.
Team · 75 people
from the firm's website & curatedFrequently asked questions
- What sectors does Donaldson Capital Management focus on?
- Donaldson Capital Management focuses on Sector Agnostic.
- Where is Donaldson Capital Management located?
- Donaldson Capital Management is headquartered in Evansville, US.
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