Donnelly Investments

Donnelly Investments provides discretionary investment management and financial planning primarily to high‑net‑worth individuals, and in some cases related trusts and business entities, managing roughly $54 million in client assets with a typical minimum relationship size of $1,000,000. Portfolios are custom built around a written Investment Policy Statement and the firm is selective about onboarding clients who are willing to remain invested through periods of significant volatility.

The firm uses a time‑horizon‑based allocation framework that assigns assets in dollar terms to a Fixed Income Strategy (individual U.S. Treasuries and select general‑obligation municipal issues), an intermediate Equity Index Strategy, and an Equity Growth Strategy focused on selective individual equities informed by fundamental analysis; a Tactical Strategy added in 2026 provides flexibility to reallocate for defensive positioning. Equity selection is highly selective (the firm generally seeks a projected doubling in valuation over five years) and may include cryptocurrency‑related securities evaluated using blockchain metrics.

An uncommon feature is the firm’s use of borrowing in separately managed accounts: the brochure notes clients may incur margin interest and indicates the custodial relationship supports margin, which can introduce additional leverage and risk relative to most independent solo advisors. Combined with its recent tactical sleeve, deliberate concentration in growth equities, and explicit crypto exposure, the firm’s approach differs from many peers that favor broader diversification and avoid borrowing at the account level.