Daniels D'Amelio Investment Management Group, LLC

Daniels D’Amelio Investment Management Group, LLC provides discretionary asset management, financial planning and retirement plan consulting for individuals (including high‑net‑worth clients) and employer plan sponsors, managing roughly $50.7 million across about 67 client relationships. Services described in the brochure include tailored portfolios of individual stocks, bonds, ETFs and options, written financial plans, and broader corporate and tax‑related consulting.

The firm emphasizes individualized portfolio construction and ongoing monitoring, drawing on a range of analytical methods (fundamental, technical, quantitative and sector analysis) and strategies such as asset allocation, covered‑call option writing, and both long‑ and short‑term purchases. It frames its practice around a fiduciary duty to act in clients’ best interests and considers household aggregation and client objectives when setting and reviewing portfolios.

Notably for a small independent advisory firm, the brochure highlights retirement plan consulting to employer plan sponsors—assisting with investment policy statements, investment option reviews, asset allocation models and participant education—and acknowledges potential ERISA fiduciary roles (e.g., Section 3(21)/3(38)). The brochure also discloses a prior customer dispute settled in 2011 concerning the sale of a bond portfolio.