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Ted Buchan & Company
Ted Buchan & Company is a boutique wealth manager pairing portfolio management with life-stage planning for HNW clients from its San Diego base since 2006.
Ted Buchan & Company
Founded in 2006 and headquartered in San Diego's Rancho Bernardo business district, Ted Buchan & Company provides investment advisory and financial planning services. The firm tailors its advice to individuals and high-net-worth families, emphasizing that financial needs must evolve in step with life changes. Its client-facing materials focus on three service pillars: college planning, investment management, and retirement strategy. The practice's investment approach integrates portfolio management with detailed financial roadmapping. The firm designs portfolios with an eye toward specific life-stage milestones rather than abstract benchmarks. Its college-planning offering covers institution selection, applications and funding strategies, while the retirement practice guides clients toward the point at which employment income is no longer necessary. The geographic footprint is contained within the US, managed from the single San Diego office. Ted Buchan & Company runs a lean, relationship-driven model typical of an independent RIA, though specific team size and deployment figures are not publicly disclosed. The firm has not published details of adjacent investment vehicles, philanthropic foundations or deal-level activity. Structurally, the firm differs from a pure asset manager by overtly packaging its advisory services around personal life events rather than investment products. The website treats college funding, career transitions and retirement as the organizing principles for the entire offering — a framing that positions portfolio design as a function of family planning, not a standalone exercise.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Diego
Corporate office
12396 World Trade Drive, Suite 112, San Diego, CA, 92128, United States
Frequently asked questions
How does Ted Buchan & Company structure its advisory services?
The firm organizes its services around three life-stage pillars: college planning, investment management and retirement strategy. College planning spans institution selection, applications and funding, while the retirement practice helps clients identify the financial threshold at which working becomes optional. This packaging is designed to make portfolio construction an expression of a family's sequenced life goals rather than a set of stand-alone allocations.
Does the firm manage institutional capital or only private wealth?
Based on publicly available information, Ted Buchan & Company specifically advises individuals and high-net-worth individuals. No reference to institutional separate accounts, pension mandates or sovereign clients appears in its materials, suggesting a purely private-wealth advisory practice.
Who makes the investment decisions at Ted Buchan & Company?
The firm's regulatory disclosures or public profiles do not identify investment committee members, a CIO or any named professional beyond the eponymous founder. Without public records detailing the team structure, the decision-making chain is not verifiable from outside sources.
What is Ted Buchan & Company's known posture on alternative assets?
The firm's public-facing materials discuss portfolio management without specifying asset-class mandates or alternative investment programs. No mention of private equity, venture capital, direct real estate or hedge funds is present in its core service descriptions. An allocator considering the firm would likely need to clarify whether alternatives are accessed through third-party funds or avoided entirely.
How transparent is Ted Buchan & Company about its regulatory and relationship model?
As a regulated investment adviser, the firm files Form ADV, which would detail assets under management, fee structures and any disciplinary history. However, the firm does not publish these details on its website. An institutional counterparty would typically obtain the ADV directly from the SEC's IAPD database or request it from the firm itself during operational due diligence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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