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Daly Investment Management, LLC

EST. AUM
$123,548,761

CONTACTS

CLIENT ACCOUNTS
125

Firm Details

Metro area Chicago
CRD Number 149980
Website dalyinvestment.com
Client types

Overview

Daly Investment Management, LLC is an independent, SEC-registered investment adviser headquartered in Mount Prospect, Illinois. Led by founder and CEO John Patrick Daly, the firm operates under a strict fiduciary standard, providing personalized wealth management and financial planning services to individuals, families, and small business owners. Daly Investment Management emphasizes objective, long-term financial guidance through retirement planning, cash flow analysis, estate planning coordination, and investment management tailored to each client's goals and risk tolerance. Its investment philosophy focuses on disciplined, diversified portfolio construction utilizing equities, government and corporate fixed-income securities, and other high-quality investments designed to preserve and grow wealth over time.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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