Directional Asset Management, LLC

EST. AUM
$136,932,000

CONTACTS

CLIENT ACCOUNTS
95

Firm Details

Metro area Chicago
CRD Number 152859
Website n
Client types

Overview

Directional Asset Management, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Arlington Heights, Illinois. Founded in 2010 by President and Chief Investment Officer Daniel Scott Short, the firm operates under a strict fiduciary standard and provides comprehensive wealth management and financial planning services to business owners, corporate executives, entrepreneurs, and high-net-worth individuals. The firm differentiates itself through its specialized Certified Exit Planning Advisor (CEPA) expertise, helping clients maximize business value, prepare for ownership transitions, implement tax-efficient exit strategies, and develop long-term retirement and wealth preservation plans using the Value Acceleration Methodology™. Operating under a transparent fee-only advisory model, Directional Asset Management avoids commission-based compensation and proprietary investment products. Its investment philosophy emphasizes disciplined strategic asset allocation and globally diversified portfolio construction using publicly traded equities, investment-grade fixed-income securities, and low-cost institutional investment vehicles. By integrating investment management with exit planning, retirement income strategies, and long-term financial planning, the firm seeks to preserve capital, manage risk, and build sustainable multi-generational wealth.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

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

Directional Asset Management, LLC

Platform Details

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