Strong Market Presence Donaldson Capital Management has been recognized as one of America's Top 250 RIA firms by Forbes for two consecutive years, indicating a solid reputation and strong market positioning within the wealth management industry.

Asset Growth Focus With over 3 billion dollars in assets under management and recent investments in diverse assets like ETFs and Shopify, the firm demonstrates an active approach to portfolio diversification and growth, offering opportunities for advanced investment solutions.

Leadership Stability The promotion of Sarah Moore to CEO and new board appointments reflect a focus on strong leadership and strategic growth, which can be leveraged when proposing tailored financial advisory and leadership development solutions.

Technology Adoption The company's use of advanced tech tools including Envestnet, Bloomberg, and Amazon Web Services indicates openness to innovative solutions, creating opportunities for technology partners in analytics, cloud, and data integration services.

Client Base Diversity Serving a broad client base that includes wealth management clients, non-profits, and retirement plans suggests potential sales opportunities across customized financial products, philanthropic investment services, and retirement planning solutions.