Modern Investing, Designed for
Modern Investors
Modern Investing, Designed for
Modern Investors
Modern Investing, Designed for
Modern Investors
Modern Investing, Designed for
Modern Investors
Modern Investing, Designed for
Modern Investors
Tailored investment portfolios built with data and strategy - not guesswork.
Tailored investment portfolios built with data and strategy - not guesswork.
Tailored investment portfolios built with data and strategy - not guesswork.
Find the right investment products for you
Find the right investment products for you
Find the right investment products for you
Your Portfolio Matches
Your Portfolio Matches
Your Portfolio Matches
Best Match
Best Match
Best Match
Best Match
Best Match
Growth Portfolio
Growth Portfolio
Investment Amount
Investment Amount
$10k - $25k
$10k - $25k
Objective
Objective
Long-term growth
Long-term growth
Annualized Returns:
Annualized Returns:
19.6%
19.6%
Risk Level:
Risk Level:
Moderate
Moderate
Allocation:
Allocation:
Alternative
Alternative
Alternative
Alternative
Alternative
DAM Core Equities
DAM Core Equities
Investment Amount
Investment Amount
$10k - $25k
$10k - $25k
Objective
Objective
Long-term growth
Long-term growth
Annualized Returns:
Annualized Returns:
17.7%
17.7%
Risk Level:
Risk Level:
Moderate
Moderate
Allocation:
Allocation:
Alternative
Alternative
Alternative
Alternative
Alternative
Balanced Portfolio
Balanced Portfolio
Investment Amount
Investment Amount
$25k - $50k
$25k - $50k
Objective
Objective
Balanced growth & income
Balanced growth & income
Annualized Returns:
Annualized Returns:
14.3%
14.3%
Risk Level:
Risk Level:
Low
Low
Allocation:
Allocation:
Alternative
Alternative
Alternative
Alternative
Alternative
Core Income Portfolio
Core Income Portfolio
Investment Amount
Investment Amount
$50k - $100k
$50k - $100k
Objective
Objective
Income generation
Income generation
Annualized Returns:
Annualized Returns:
14.9%
14.9%
Risk Level:
Risk Level:
Moderate
Moderate
Allocation:
Allocation:
Alternative
Alternative
Alternative
Alternative
Alternative
Core Top 5
Core Top 5
Investment Amount
Investment Amount
$100k - $250k
$100k - $250k
Objective
Objective
Long-term growth
Long-term growth
Annualized Returns:
Annualized Returns:
16.2%
16.2%
Risk Level:
Risk Level:
Moderate
Moderate
Allocation:
Allocation:
Who We Are
Who We Are
Who We Are
Focused on Growth Driven by Execution.
Focused on Growth Driven by Execution.
Focused on Growth Driven by Execution.
Focused on Growth Driven by Execution.
We don’t just talk strategy—we deliver results. Our approach is grounded in research, refined through experience, and executed with discipline. Whether you're an individual investor or an institutional partner, we bring relentless focus to growing your wealth through intelligent, risk-aware decisions.
We don’t just talk strategy—we deliver results. Our approach is grounded in research, refined through experience, and executed with discipline. Whether you're an individual investor or an institutional partner, we bring relentless focus to growing your wealth through intelligent, risk-aware decisions.
We don’t just talk strategy—we deliver results. Our approach is grounded in research, refined through experience, and executed with discipline. Whether you're an individual investor or an institutional partner, we bring relentless focus to growing your wealth through intelligent, risk-aware decisions.
We don’t just talk strategy—we deliver results. Our approach is grounded in research, refined through experience, and executed with discipline. Whether you're an individual investor or an institutional partner, we bring relentless focus to growing your wealth through intelligent, risk-aware decisions.
A Smarter Investment Engine
A Smarter Investment Engine
A Smarter Investment Engine
A Smarter Investment Engine
Our approach combines cutting-edge technology with decades of financial expertise to deliver personalized investment strategies.
Our approach combines cutting-edge technology with decades of financial expertise to deliver personalized investment strategies.
Our approach combines cutting-edge technology with decades of financial expertise to deliver personalized investment strategies.
Our approach combines cutting-edge technology with decades of financial expertise to deliver personalized investment strategies.
Data-Driven
We combine advanced quantitative models with deep fundamental research to identify opportunities others overlook. Every investment decision is backed by evidence, analytics, and rigorous testing.
Data-Driven
We combine advanced quantitative models with deep fundamental research to identify opportunities others overlook. Every investment decision is backed by evidence, analytics, and rigorous testing.
Data-Driven
We combine advanced quantitative models with deep fundamental research to identify opportunities others overlook. Every investment decision is backed by evidence, analytics, and rigorous testing.
Data-Driven
We combine advanced quantitative models with deep fundamental research to identify opportunities others overlook. Every investment decision is backed by evidence, analytics, and rigorous testing.
Data-Driven
We combine advanced quantitative models with deep fundamental research to identify opportunities others overlook. Every investment decision is backed by evidence, analytics, and rigorous testing.
Personalized
No two investors are alike. We tailor strategies to client goals, risk tolerance, and timelines, ensuring that each portfolio reflects the unique needs of the individual behind it.
Personalized
No two investors are alike. We tailor strategies to client goals, risk tolerance, and timelines, ensuring that each portfolio reflects the unique needs of the individual behind it.
Personalized
No two investors are alike. We tailor strategies to client goals, risk tolerance, and timelines, ensuring that each portfolio reflects the unique needs of the individual behind it.
Personalized
No two investors are alike. We tailor strategies to client goals, risk tolerance, and timelines, ensuring that each portfolio reflects the unique needs of the individual behind it.
Personalized
No two investors are alike. We tailor strategies to client goals, risk tolerance, and timelines, ensuring that each portfolio reflects the unique needs of the individual behind it.
Independent
As a research-first firm, we aren’t tied to hidden incentives, commissions, or Wall Street sales agendas. Our only loyalty is to our clients and delivering strong, transparent results.
Independent
As a research-first firm, we aren’t tied to hidden incentives, commissions, or Wall Street sales agendas. Our only loyalty is to our clients and delivering strong, transparent results.
Independent
As a research-first firm, we aren’t tied to hidden incentives, commissions, or Wall Street sales agendas. Our only loyalty is to our clients and delivering strong, transparent results.
Independent
As a research-first firm, we aren’t tied to hidden incentives, commissions, or Wall Street sales agendas. Our only loyalty is to our clients and delivering strong, transparent results.
Independent
As a research-first firm, we aren’t tied to hidden incentives, commissions, or Wall Street sales agendas. Our only loyalty is to our clients and delivering strong, transparent results.
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© 2025 Daly Investment Management. All Rights Reserved.
© 2025 Daly Investment Management. All Rights Reserved.
© 2025 Daly Investment Management. All Rights Reserved.