Richard Wolkowitz's Colleagues at TDC Companies
Richard Wolkowitz's Contact Details
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TDC Companies
Richard Wolkowitz's Company Details
TDC Companies (TDC Investment Advisory, TDC Life, Inc., BridgePoint Risk Management, LLC) are a group of multi-dimensional wealth and risk management firms in business to serve successful individuals, their families, and their businesses. Our clients include business owners, their businesses, high-profile executives, as well as athletes and entertainers often requiring complex wealth and risk management solutions.TDC Investment Advisory (TDC) is a wealth management firm specializing nationwide in services for high net worth individuals, families, and closely held businesses. As an independent Registered Investment Adviser, TDC manages $2.1 billion in regulatory assets under management and consults on an additional $409 million in self-directed retirement plan assets as of December 31, 2018.We combine an academically-based investment philosophy, with portfolio development, a team of experienced professionals, and a fiduciary standard of care to deliver an investment experience with discipline, courage, and conviction.TDC Life has focuses exclusively on providing comprehensive life insurance and estate planning solutions to successful individuals, their families, and closely held businesses. Our firm currently services over $7 billion of life insurance death benefit through a systematic process of evaluating, constructing, and servicing customized life insurance portfolios through sophisticated wealth preservation strategies and life insurance designs.Based in Maumee, Ohio, TDC works with a national network of advisers including investment advisers, attorneys, CPAs, and business managers for athletes and entertainers who have partnered with TDC Life to provide best-in-class services for their clients requiring complex wealth preservation strategies.TDC Investment Advisory, TDC Life, Inc., and BridgePoint Risk Management, LLC., are separate entities that are under common control and ownership.