Daly Investment Management, LLC

Overview

Daly Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Daly identifies as an active ESG investor and is not structured as a multi-state capital allocator. The firm is SEC-registered (registration date shown as 2026) and appears focused on direct client advisory relationships rather than operating as a separate capital allocator or related adviser. Custody and trading appear centralized through a single custodian relationship (see Assets & Accounts).

Assets & Accounts

Public Holdings

Investments & Alternatives