De Luchi Investment Management

Overview

De Luchi Investment Management is a small, single-owner advisory practice focused on discretionary portfolio management for individuals, families and small businesses. The firm operates as a sole proprietorship and primarily delivers fee-based services using a mix of percentage-of-AUM and fixed-fee billing. Investment activity centers on public investment vehicles rather than bespoke alternative strategies or third-party alternative fund allocations — the firm is not positioned as a capital allocator to private funds. De Luchi Investment Management does not identify itself as an active ESG investor, and it is not registered as a multi-state adviser or pension consultant. The firm’s client base is concentrated and high-net-worth: with a small roster of clients, the advisor appears to emphasize personalized portfolio construction and ongoing discretionary oversight rather than scale or institutional mandates. Advisory services are limited to portfolio management for individuals and small businesses rather than broader institutional or family office lines.

Assets & Accounts

Investments & Alternatives

Location & Offices