DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

Overview

Daniels D'Amelio Investment Management Group, LLC is an independent registered investment adviser set up as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it lists pension consulting among its advisory activities. Fee arrangements are flexible, including a percentage-of-AUM model, hourly charges and flat fees. Investment activity tilts toward liquid, exchange-traded equities as the primary portfolio building block, while third‑party alternative managers are used to provide illiquidity and diversification exposure. The firm is not positioned as an institutional capital allocator; instead it sources external managers for private markets and hedge fund exposure. Daniels D'Amelio Investment Management Group, LLC is not active as an ESG investor and operates with a focused client segment rather than a broad institutional footprint.

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