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Daniel Toledo (CFA, CFP®)

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

  • Alternative or Private Investments
  • AUM
  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Financial Psychology/Coaching

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, CFA, CFP® 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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1 N Wacker Dr Ste 4075 Chicago, IL 60606-2846 Phone: (847) 866-9774
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