The Randolph Company was founded in 1966 by Guy D. Randolph, Jr., as a financial services
company that specialized in life insurance. In 1986, Carter F. Randolph, PhD, started a career as
an independent investment advisor and in 1996 succeeded as Chairman and President of The
Randolph Company. The company focus moved from insurance to portfolio management, and
The Randolph Company now has assets under management of over $500 million.
At The Randolph Company, our clients are always our number one priority. We believe that
trust between a client and a financial advisor is of utmost importance, and we do not take this
relationship lightly. We make educated, informed decisions that align with our clients’ goals and
desired outcomes. We do not use proprietary products. Instead, we provide unbiased, customized
portfolio solutions for each client. Our clients grant us full discretion, allowing us to utilize our
experience and expertise to build diversified portfolios in a cost and tax conscious manner.
We believe the segregation of duties is a very important principle in wealth management. We
are not affiliated with a law firm, accounting firm or insurance firm. We believe such affiliations may
cloud the ability of each provider to render the best advice to clients.
To ensure the security of our clients’ funds, The Randolph Company utilizes TD Ameritrade, a
well-known leader in the financial services industry, as custodian for our clients. All statements
and trade confirmations are sent from TD Ameritrade directly to our clients.