A complete list of active advisors currently associated with De Luchi Investment Management
Warmer can help you find a great advisor at De Luchi Investment Management or one who fits your needs even better.
The firm provides discretionary portfolio management to individuals and high‑net‑worth individuals, preparing an Investment Policy Statement for each client and focusing on mutual funds, fixed income, equities, REITs, ETFs (including precious‑metals ETFs), treasury inflation‑protected securities and selected non‑U.S. securities. It does not participate in wrap fee programs or delegate management to third‑party advisers, and clients are responsible for custodial and transaction costs charged by their broker‑dealer. The investment approach centers on fundamental analysis and a long‑term trading horizon, with the adviser documenting risk tolerance and objectives in each client’s Investment Policy Statement and conducting at least quarterly account reviews and custodial reporting. The adviser generally operates with discretionary trading authority to implement the strategy without pre‑trade client approval. Compared with many peers, the firm manages a relatively large amount of assets for a small number of clients, reflecting concentrated, high‑balance relationships and a standardized service offering that does not accommodate client‑imposed investment restrictions based on values or beliefs. The firm requires clients to use a specific institutional custodian (Schwab Institutional), may receive custodial research and other soft‑dollar benefits, does not aggregate trades for multiple client accounts, and discloses that supervised persons may accept outside compensation for sales of certain investment products — all items that can affect trade execution and present potential conflicts of interest.
To learn more about the advisors currently working at De Luchi Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alameda, CA
| 6
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)