D'Annunzio Consulting Group, LLC
U.S. Headquarters:
2111 North 30th Street
Tacoma, WA 98403
Who We Are
Please Note: we are seeking new select national clientele with investable assets of $20 Million dollars or more.
D’Annunzio Consulting Group, LLC crews for a select group of clients to ensure they achieve their near and distant dreams, not just directionally, but financially as well. We measure our success by our clients’ ability to share their wisdom and wealth in their own way, in their own style. Investing today can be a tough call in unwelcoming waters for even the most seasoned sailors.
- As experienced financial advisers, we know the investment ropes and the market storms
- We know where to take shelter and how to take risk
- We know which sails work best in heavy winds and when to come about to make better progress
- We specialize in guiding investors through global choices
Consulting Process
When we are hired by a new client, we spend time understanding both their existing asset base and how much risk they are comfortable assuming. With that information we are able to provide our clients with feedback to enable them to set realistic investment goals. This is a different upfront approach than many other advisors. Most advisors will take a client’s goal and then dial up the risk to try and meet that goal. The result can be a dangerously large allocation to risky assets when, had they been given a full understanding, the client may have been more comfortable with less risk and an adjusted goal.
At D’Annunzio Consulting Group, LLC we work first to understand and then to act. With 25 years experience guiding investors, Holly D’Annunzio works directly with each client. Her strengths are in understanding our client’s situation and applying the diverse financial markets toward a proper solution. Assisting her in this process is a team of dedicated analysts and staff who have worked together for many years. Our relationships span decades and our knowledge is refreshed daily through the constantly changing global markets and economies.
Co-Stars Global Research LLC
We formulate and deliver all investment advice through D’Annunzio Consulting Group, LLC. To put a proper emphasis and focus on research, Holly founded Co-Stars Global Research LLC and serves as its managing member. Co-Stars is a private research firm that conducts due diligence research on money managers and investment products globally. Due to the large opportunity set as well as the large amount of risk within investment strategies and products, Co-Stars stays focused on investment product research and does not give client advice.
Holly D’Annunzio
Managing Member, Senior Consultant
Holly D’Annunzio is founder of D’Annunzio Consulting Group, LLC which advises a select group of clients regarding investments. She has 25 years experience from money manager research to portfolio management, optimal portfolio design and contract negotiations. Holly works with each client according to their unique circumstances and guides them through the global investment choices offered by third party unaffiliated firms.
Holly’s goal is to be the most ethical and useful consultant to her clients. She has analyzed a wide spectrum of investments and investment firms, including alternative investments.
In July 2007 Holly founded Co-Stars Global Research LLC to provide an easily accessible due diligence library for consultants. D’Annunzio Consulting Group, LLC has complete access to this sister firm.
Holly’s philosophy is that clients are fully capable of making their own good investment decisions when armed with independent relevant information and expert informed advice. Therefore, her relationships with clients are non-discretionary and advisory in nature, whereby she provides the information and recommendations and her clients make the final decisions.
To facilitate decision-making, clients are provided with as much written and other information as needed for their own unique situation and comfort level. Education is an ongoing process with clients and they typically meet with Holly on a quarterly basis to review results and agree upon changes for the portfolio. Fees are normally a flat retainer determined based upon the structural, decision-making, and financial attributes of each family group and the particular services they engage Holly to advise them.
When formulating appropriate advice for clients, Holly applies her understanding of the risk reduction possibilities of diversification, and the return enhancement possibilities of equity-based investments. Advice is mainly at the asset class, asset style and money manager level rather than at the individual stock selection level, with some exceptions.
Results are measured quarterly against appropriate benchmarks. Given a global landscape for investment opportunities, Holly applies her 25 years experience and knowledge of various money manager firms with qualitative and quantitative research to find the right managers/products in each asset class to be recommended for the portfolio.
Please be aware that D'Annunzio Consulting Group, LLC has a portfolio minimum of $3,000,000 to accept inquiries through this directory.
