Terry McDaniel

Terry P. McDaniel is the founding analyst and principal at Terry McDaniel & Company – Investment Counsel, based in Austin, Texas, where he has led the firm since its inception in 1985. His primary responsibilities include investment analysis, portfolio construction, and direct counsel to clients, emphasizing a deep, research-driven approach to asset management. McDaniel is known for his disciplined strategies in managing diversified portfolios tailored to meet the unique objectives and risk tolerances of high-net-worth individuals and families.

McDaniel’s areas of expertise include U.S. equities and fixed income securities, with a focus on fundamental analysis across major sectors such as technology, healthcare, energy, and industrials. He also oversees strategic asset allocation, balancing growth and capital preservation objectives in accordance with each client’s needs. His long tenure in the investment industry is marked by a consistent track record of client service and prudent capital stewardship through varied market cycles.

He holds a Bachelor of Arts from Texas A&M University (1961) and is recognized for his nearly four decades of experience in independent investment counsel. McDaniel’s contributions to the field are grounded in his commitment to fiduciary integrity, independent research, and personalized service, making him a respected figure among Texas-based private investment advisors.