D'Annunzio Consulting Group, LLC

D’Annunzio Consulting Group provides investment consulting primarily to high‑net‑worth families, family offices, trusts, estates, corporations, and private foundations, focusing on portfolio construction, money manager selection, and regular performance reporting. Services are delivered on a non‑discretionary basis across public and private securities, and the firm may recommend direct purchases in limited cases (U.S. Treasuries, hedging, special opportunities, or private‑company investments).

The firm’s advice is customized using forecasts, statistical analysis, and scenario modeling to set asset allocation and to evaluate manager selection; DCG makes allocation shifts when it expects the driving market environment to persist for at least a year. Implementation typically occurs through unaffiliated money managers (which clients hire and which often have trading discretion for their mandates), and the firm negotiates manager fees when possible while providing quarterly, customized performance reports and market commentary.

DCG is notable among peers for operating primarily on a non‑discretionary consulting model while overseeing a substantial pool of assets, charging retainer or fixed fees rather than a percentage‑of‑AUM fee, and maintaining a typical account minimum of $20 million. The firm also has a formalized affiliated research capability (Co‑Stars Global Research) that supports manager due diligence, and it emphasizes a selective, small roster of clients rather than broad retail relationships.