A complete list of active advisors currently associated with Daly Investment Management, LLC

Warmer can help you find a great advisor at Daly Investment Management, LLC or one who fits your needs even better.

Daly Investment Management is an independent, solo-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations or business entities. The firm provides discretionary asset management and financial planning and consulting, offering full financial plans and shorter topic-specific consultations that address retirement strategy, tax reduction, and estate preservation. Investment programs are tailored to each client's stated objectives, time horizon, and risk tolerance, with the firm applying Modern Portfolio Theory to inform asset allocation and ongoing portfolio monitoring under discretionary authority. Available strategies include long- and short-term purchases, option strategies (including covered and uncovered writing), and allocations across mutual funds, ETFs, fixed income, REITs, and various alternative instruments. Compared with many peer solo independent advisers, the firm provides pension consulting to corporate/business clients in addition to its individual-focused services, an offering that is statistically uncommon among similar firms. The firm also discloses an affiliated insurance practice (about 5% of the adviser's time) and that it does not vote client proxies, leaving voting to clients unless assistance is requested, facts that may influence product recommendations and governance handling.

To learn more about the advisors currently working at Daly Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Daly	Mount Prospect, IL	23

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