INVESTMENT DYNAMICS CONSULTING GROUP, LLC

Overview

Investment Dynamics Consulting Group, LLC is a small, owner-operated advisory practice that focuses on portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM and hourly fees and manages all reported assets on a discretionary basis. Their stated client base is primarily individual and family clients rather than institutions, and they are not positioned as an ESG-focused or multi-state adviser. Investment activity centers on using pooled public mutual funds for core allocations, supplemented with externally managed strategies where appropriate. The firm lists an affiliation with an accountant, signaling integrated tax and reporting coordination may be part of client service. Given the scale and client profile, the adviser appears oriented toward customized, client-level planning and implementation rather than large-model institutional asset management.

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Location & Offices