Investment Management
Financial Guidance and
Principles of Wealth.
Helping clients focus on long-term wealth growth through quality investment strategies and reliable advice.
Investment Management
Invest In Life.
Grant established Tudor Financial to help clients invest for life. Over decades, he has witnessed the lasting benefits when clients remain invested in high-quality strategies - participating fully and achieving meaningful outcomes.
At Tudor Financial, the core principle is clear: financial success depends on the growth of both principal and income.
Why This Matters
- Inflation compounds risk: The longer the time horizon, the greater the erosion.
- Both principal and income growth are required—even in retirement: Without both, portfolios stagnate.
- “Safe” assets often create only the illusion of security: Over time, they leave investors falling behind.
This is not theory - it is reality. Over the 30 years ending in 2024, a single U.S. dollar lost more than half its purchasing power, shrinking to just $0.47 after inflation (U.S. Bureau of Labor Statistics). That is the equivalent of losing half of a household’s annual income.
GROW BOTH PRINCIPAL AND INCOME
The Tudor Financial Solution:
Most “safe” savings vehicles generate interest but lack principal growth. Without both working together, inflation steadily erodes purchasing power. To preserve and expand lifestyle over time, principal and income must grow in tandem.
Few strategies achieve this balance. Among the most reliable:
- Dividend-paying stocks with a history of rising payouts.
- Rental real estate that appreciates while rents increase.
- Profitable businesses that scale earnings and reinvest for growth.
A Philosophy Proven Over Time
Grant positioned Tudor Financial as an early adopter of fee-based investment management, well before most large firms recognized its advantages. For more than thirty years, the firm has delivered trusted advice rooted in two guiding beliefs:
- Focus on quality: Targeting the highest-caliber opportunities in the investment universe.
- Manage risk intentionally: Recognizing that disciplined risk management strengthens long-term results.
This enduring philosophy—growth of principal and income, anchored in quality and discipline—remains central to Tudor Financial’s mission: helping clients invest not just for today, but for life.
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Investment Management
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Grant Donaldson is an innovator, founder of Tudor Financial, and financial advisor with over thirty years of experience serving individuals, families, and institutions through a firm and with an experienced team of professionals whose expertise includes asset management, tax analysis & guidance, estate planning, and high-level financial planning.
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8111 Timberlodge Trail
Dayton, OH 45458-2103
Telephone: +1 937 439 9292
FAX: +1 937 439 2929
info@TudorFinancial.com
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