PICCOLO INVESTMENT CONSULTING, LLC

Overview

Piccolo Investment Consulting, LLC is a small, owner-operated advisory firm that manages portfolios primarily for individual and family clients, with some services geared toward small businesses. The firm operates on a mix of percentage-of-assets and hourly fee arrangements and runs discretionary mandates across its managed accounts. Investment activity centers on liquid public-market exposures—exchange-traded equities and mutual funds—while the firm also supplements portfolios with targeted alternative exposure to commodities and oil & gas through third-party managers. Piccolo is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor; its role is execution and portfolio construction for private clients rather than acting as a broad capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices