Ted Buchan & Company

Ted Buchan & Company provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management as well as written financial plans. The firm manages roughly $413 million in client assets and serves several hundred individual accounts through a small advisory team.

The firm delivers advice using firm‑developed model portfolios and a mix of fundamental and technical analysis, and it may implement both long‑ and short‑term trading strategies, including occasional margin use and aggregated trading. It also addresses retirement account rollovers under fiduciary standards and conducts ongoing account monitoring with at least annual reviews.

Distinctive elements disclosed in the brochure include the firm’s public reference to third‑party ratings in its materials and website, a practice that is uncommon among peers. The firm’s compact advisor base relative to its asset size, its treatment of “held‑away” external accounts within the managed asset picture, and its policy of not voting client proxies (clients retain voting responsibility) are additional features that set it apart from many similarly sized advisers.