DANIEL INVESTMENTS, INC.

Overview

Daniel Investments, Inc. is a small, equity-focused registered advisory firm that manages portfolios primarily on a discretionary basis for individual, family and select institutional clients. The firm charges fees as a percentage of assets under management and runs portfolio management services geared toward individuals and small businesses. Investment activity centers on publicly traded equities—both individual listed stocks and exchange-traded products—supported by mutual funds and corporate debt for income and diversification. The adviser is not structured as a capital allocator to a broad universe of third-party alternative managers, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices