Daniel Toledo (CFA®, CFP®)

Daniel Toledo focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

  • Independent Advisor:  Chicago Partners is an SEC registered, independent, fee-only fiduciary investment advisor with 23 investment professionals managing over $2 billion for individuals, families, foundations, corporations, and institutions.
     
  • Experienced Professionals:  The average investment experience of our senior professionals is over 25 years.
     
  • Disciplined Process:  We combine rigorous academic analysis of the financial markets with our practical experience to develop well-thought-out investment plans that guide clients through evolving goals and market environments.  
  • Core Beliefs:
    • Risk & Return are related
    • Diversification reduces risk
    • Financial markets are efficient from a "beat the market" perspective
    • The asset allocation to equity vs. debt primarily determines risk and return
    • Managing emotions and filtering out noise are the most difficult challenges in investment management
    • Costs Matter 

Additional Information

Daniel Toledo is a Chicago, IL Fee-Only Financial Planner & fiduciary serving Chicago and all surrounding areas. Chicago Partners Wealth Advisors LLC specializes in optimizing each dimension of our clients' wealth, including investment management, tax planning & preparation, financial planning, and beyond, all with the a team of fiduciaries held to the highest standard of quality in financial advising.

Dan has more than 10 years of experience in multi-generational wealth planning and portfolio management. He provides wealth management services for emerging high net worth and high net worth families - helping them to plan for and achieve their financial goals.

He takes a consultative approach with clients, emphasizing objective, knowledge-based financial decision-making. His first priority is to educate and guide clients towards a portfolio design based on facts and analysis, rather than impulse and emotion. I try to ensure that my clients understand not only what we are doing, but why we are doing it.

NAPFA Start Date

July 21, 2016

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This Office

1 N Wacker Dr Ste 4110 Chicago, IL 60606-2846 Phone: (847) 866-9774