Donnelly Investments

About Donnelly Investments

Our clients don’t hire us for market-average results. They hire us for focused exposure to the unprecedented opportunities offered by the companies developing the future economy. Every portfolio is custom-built from the ground up, reflecting each client’s unique objectives and our proprietary research.

Our approach is highly selective, long-term, and rooted in deep fundamental research with a willingness to embrace volatility to maximize long term returns. We strategically lean in during periods of market dislocation, building concentrated positions in exceptional companies rather than watered-down index exposure.

We believe true wealth management goes beyond chasing benchmarks. By aligning portfolios with the most innovative companies in AI, cloud computing, semiconductors, and other high-growth sectors, we help clients capture opportunities that broad-market strategies often miss.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

8605 Santa Monica Boulevard 53781 West Hollywood, CA 90069 Phone: (323) 304-9297

Primary Office

8605 Santa Monica Boulevard 53781 West Hollywood, CA 90069 Phone: (323) 304-9297