Donaldson Capital Management has announced its merger with IMC Advisors, enhancing its presence in Indiana. The merger will provide IMC's clients with greater access to extensive planning and investment resources. Key personnel from IMC will continue to work within DCM, ensuring continuity and trust for existing clients.
Company Information
Company
Donaldson Capital Management
Location
Evansville, Indiana, United States
About
Donaldson Capital Management is a wealth management and advisory firm with over $3B in assets under management. The company has been dedicated to crafting investment strategies and providing thoughtful financial guidance for individuals and families, non-profit organizations, and retirement plans for over 30 years.