Our HistoryThe 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 Randolph Company’s focus then changed from insurance to an investment
advisory firm that offers portfolio management to high net worth individuals/families, trusts and foundations. The Randolph Company now
has assets under management of over $600 million.
Our Philosophy
The Randolph Company believes the 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 pick investments based on fundamental and technical analyses. 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 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.