Through active investing, comprehensive financial planning, 401k plan consulting and tactical positioning; we implement our mission - maximizing client wealth. We are passionately dedicated to serving the specialized needs of affluent business owners, families, corporate executives, and retirees.
After working so hard to acquire significant wealth, your assets not only need to work for you, they need to align with the lifestyle you worked so hard to enjoy.This website was created by Daniels D'Amelio Investment Management Group LLC and reflects our current opinions. These opinions can be changed at anytime without notice.
After working so hard to acquire significant wealth, your assets not only need to work for you, they need to align with the lifestyle you worked so hard to enjoy.This website was created by Daniels D'Amelio Investment Management Group LLC and reflects our current opinions. These opinions can be changed at anytime without notice.
Services
As a fiduciary, we begin every relationship with a conversation to help you identify and prioritize which goals matter to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing ongoing advice and guidance to help you stay informed - we start by listening to learn more about YOU.
As part of our Asset Management service, we have pre-designed actively managed portfolios for our clients with different risk tolerances. The portfolios consist of individual stocks, bonds, preferred issues, as well as Real Estate Investment Trusts (REITS). The client's individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities.
The DDIMG LLC investment philosophy is to emphasize balance and transparency. The focus is utilizing quality, large capitalization companies that produce earnings sufficient to support the payment of above market dividends. Medium capitalization and international companies may be utilized when they are expected to enhance return potential and/or diversification.
Our father and son advisors bring over 45 years of insight and expertise to the table. When you get the opportunity to work with a fiduciary, you get the opportunity to be a part of the the utmost industry standard. Why let anyone else be the quarterback of your financial life?
As the Chairman and CEO of Daniels D'Amelio Investment Management Group LLC, a Registered Investment Advisor and Fiduciary, I can fall back on 40+ years of goals based wealth management by actively investing capital for affluent families, individuals, banks, endowments, corporations, and retirement plans.
As the Chairman and CEO of Daniels D'Amelio Investment Management Group LLC, a Registered Investment Advisor and Fiduciary, I can fall back on 40+ years of goals based wealth management by actively investing capital for affluent families, individuals, banks, endowments, corporations, and retirement plans.
Wall Street professionals and retail investors have argued over the pros and cons of both active and passive investing for years. Both seem to work well over the long term, and both have helped investors achieve their financial goals. What it really comes down to is suitability. Some people need passive management, some people need active - and the specific style should be recommended by your financial advisor.
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