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Creating Safety, Growth and Income - 

Investing in YOUR values


Balanced Investment Strategy

Our philosophy towards investing your money can be summarized in the following tried and true methods:

"Slow and Steady Wins the Race"

By being consistent , steady and patient, you increase opportunities for success to achieve your goals.

"All that Glitters Isn't Gold"

It is not about finding the latest and greatest investments, but tried and true performance.

"A Penny Saved is a Penny Earned"

Focusing on preservation first, keeping and preserving what you worked so hard to build is our #1 priority.

Our goal is to delicately balance your need for growth and your desire for income and safety. Finding your unique balance, increases your confidence and ability to reach your financial goals. 

Investment Functions:

Understanding the purpose for your investments based on your unique needs, 

time horizon and risk tolerance.



Stable Growth

Accelerated Growth

  • Cash
  • Government bonds
  • Treasury Bills
  • CDs
  • Annuities
  • Insurance
  • Bonds
  • Preferred Stocks
  • Dividend 
  • Paying Stocks
  • Annuities
  • REITs
  • Large and Medium Company Stocks
  • Large Global Stocks
  • REITs
  • Global Bonds
  • Medium and Small Company Stocks
  • Emerging Company Stocks
  • Industry Specific Investments
  • Global/International Stocks

Our Approach to Responsible Investing

At Daly & Associates, we believe that being an active, engaged and responsible owner empowers us to enhance the long-term, sustainable performance of our portfolios. We believe that the proper disclosure and consideration of environmental, social and governance (ESG) risks and opportunities by the companies or countries in which we are invested is critical to strengthening the overall performance of our portfolios.

What is ESG?

Environmental (E) 

Social (S)

Governance (G)

How does a company act as an environmental steward?

  • Climate change
  • Greenhouse gas (GHG) emissions
  • Resource depletion, including water
  • Waste and pollution
  • Deforestation
  • Recycling

How does a company treat employees, customers & communities?

  • Working conditions, including slavery and child labor
  • Impact on local communities, including indigenous communities
  • Conflict
  • Health and safety
  • Employee relations and diversity

How does a company govern itself?

  • Executive pay
  • Bribery and corruption
  • Political lobbying and donations
  • Board diversity and structure
  • Tax strategy

How Balanced is Your Investment Strategy?  

Ready to Align your Investments with your Core Values?

Contact us to learn more.

Check the background of this advisor on FINRA’s BrokerCheck.