We are what we repeatedly do. Excellence, therefore, is not an act but a habit.

Welcome

For over twenty years, we have creatively addressed business challenges and opportunities, including the development and marketing of institutional investment products valued in the tens of billions of dollars.

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We deliver creative and practical solutions to investment management industy worldwide. Honed in the rigorous enviroment at Pacific Investment Management (PIMCO), we have a depth of expertise in a number of areas, including strategic planning, infrastructure design, and product/market development. With C-Level experience within both publicly traded and privately held firms, we have expertise from a number of mergers, acqusitions, and strart-ups. Our clients number among the largest and most successful frims in the world.

  • Strategic Planning

    While focused on the investment management industry, we have lead strategic planning efforts in a range of industries including technology, financial information, transportation, and healthcare. Read more

  • Product/Market Development

    In leading PIMCO’s effort into the defined contribution market, Mr. Daniels developed structured products with typical deal sizes of a $100 MM to $600 MM, and created a $20-plus billion, semi-autonomous business unit within PIMCO. Dierctly marketing innovative derivative products to large institutional clients, we brought in a full third of PIMCO's total new assets over a five-year period. Most of this AUM was from new clients that Mr. Daniles brought to the PIMCO, including Westinghouse, IBM, DuPont, McGraw-Hill, BP America. Read more

  • Investment Banking

    With recent involvement in a number of investment banking projects and start-ups, Mr. Daniels has developed an increasing breadth of skills. These projects have included the start-up of a hedge fund, the creation of a multi-billion dollar structured investment vehicle for a Japanese client, and an internet-based, import-export business group. Read more

  • Infrastructure Design

    Mr. Daniles offers a unique and practical perspective to infrastrucre design and day-to-day business management, via experience in a COO-CFO role with PIMCO, as Treasurer with financial data and networking company Quotron Systems, and in senior level management roles in the tranportation and healthcare industries. Read more

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California Office in Rancho Bernardo, :

Daniels USA
PO Box 27707
San Diego, CA
92198 USA
(714) 307-3475
(714) 307-3475
Daniels USA

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