Daniel Toole

Background

About Daniel Toole

Who am I: I am an investment manager who has worked in the financial services profession for 18+ years. I’ve worked as a strategist, trader, and research analyst which has provided me with an unbelievable amount of knowledge and experience to be a powerful advocate for my clients. What I Do: I help identify and clarify investment paths for clients who consist of individuals, high net worth executives and small business owners helping them achieve their investment goals. How I Do It: First, I invest the necessary time to identify my client’s specific investment objectives by engaging in an open dialogue. Second, I recommend a specific investment strategy to meet the client’s objectives with consideration of risk, opportunities, diversification and income requirements. Third, I implement the investment strategy and consistently monitor the portfolio making the appropriate changes as needed, ensuring, his or her portfolio, is on the right the track. Why Me: After experiencing the best and worst of what my profession has to offer, I decided my path would be to provide the best solution for success for my clients. That’s why I joined Arbor Capital Management, a “Pure Asset Manager”. What makes Arbor Capital Pure? We provide financial advise, create client portfolios and manage them. We do not sell any financial products or services. We believe that our client’s goals should be our only interest and they are without any outside influence and that’s Pure. If you have any questions or would like a second opinion about your portfolio just e-mail me at dmtoole@arborcapitalmgt.com or call me at (716) I am available to organizations, clubs, etc, for workshops, speaking engagements, and small group sessions. I invite you to contact me at (716) 471-4778 for my availability.