Donnelly Investments Corporation

Overview

Donnelly Investments Corporation is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and appears to favor direct equity exposure as its primary allocation tool. Donnelly is not positioned as a multi-state adviser, pension consultant, capital allocator or family office; it focuses on a compact client base and uses external managers for selected alternative exposures rather than acting as a broad allocator. Investment activity centers on public equities—both individual stocks and exchange-traded solutions—supported by mutual funds where appropriate. The firm does not identify as an active ESG investor. Given the scale and client mix, Donnelly’s approach is likely hands-on and tailored, emphasizing concentrated equity positions and supplementing downside management and diversification through mutual funds and targeted alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices