Park Ridge, IL Office

Donaldson Capital Management serves a mix of individual and institutional clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, foundations, corporations, and other business entities. The firm offers ongoing investment management through its proprietary One Fee Program and independent money-manager platforms, alongside financial planning, consulting, and retirement-plan services including 3(21) or 3(38) fiduciary engagements.

DCM’s investment approach is model-driven, using proprietary portfolio strategies such as Cornerstone, Income Builder, Sequoia, Endowment, and Preservation of Capital that emphasize dividend-paying equities and fixed income to generate income and/or growth. Portfolios are constructed and overseen by an Investment Policy Committee, typically feature roughly thirty securities in equity models, and are tailored to clients’ income needs, risk tolerance, and time horizon with discretionary or non-discretionary implementation as agreed.

Compared with many peers, DCM explicitly provides pooled-vehicle management and serves as sub-adviser to collective investment trusts (including the Donaldson Rising Dividend Cornerstone Fund, Donaldson Sequoia Fund, and Donaldson Preservation Fund) available to retirement plans, and it combines that pooled-vehicle capability with on‑site retirement-plan fiduciary services. The firm also distributes a quarterly macro‑economic newsletter to clients and documents specific procedures for working with retirement plan sponsors and CIT trustees, reflecting a notable institutional and retirement-plan emphasis in its service mix.