Managing Member, Senior Consultant
Holly D'Annunzio is founder of D'Annunzio Consulting Group, LLC which advises a select group of clients regarding investments. She has 30 years experience from money manager research to portfolio management, optimal portfolio design and contract negotiations. Holly works with each client according to their unique circumstances and guides them through the global investment choices offered by third party unaffiliated firms. Holly's goal is to be the most ethical and useful consultant to her clients. She has analyzed a wide spectrum of investments and investment firms, including alternative investments.
Holly's philosophy is that clients are fully capable of making their own good investment decisions when armed with independent relevant information and expert informed advice. Therefore, her relationships with clients are non-discretionary and advisory in nature, whereby she provides the information and recommendations and her clients make the final decisions. To facilitate decision-making, clients are provided with as much written and other information as needed for their own unique situation and comfort level. Education is an ongoing process with clients and they typically meet with Holly on a quarterly basis to review results and agree upon changes for the portfolio. Fees are normally a flat retainer determined based upon the structural, decision-making, and financial attributes of each family group and the particular services they engage Holly to advise them.
When formulating appropriate advice for clients, Holly applies her understanding of the risk reduction possibilities of diversification, and the return enhancement possibilities of equity-based investments. Advice is mainly at the asset class, asset style and money manager level rather than at the individual stock selection level, with some exceptions. Results are measured quarterly against appropriate benchmarks. Given a global landscape for investment opportunities, Holly applies her 25 years experience and knowledge of various money manager firms with qualitative and quantitative research to find the right managers/products in each asset class to be recommended for the portfolio.
Prior to founding her own company, Holly was a Managing Director and Senior Consultant for CTC Consulting, Inc. She established and operated the Tacoma, Washington office of CTC and served as senior consultant to a select group of private investors nationwide with over $3 billion in assets. Prior to joining CTC in 1999, Holly was Director, Private Clients for Frank Russell Company (currently Russell Investment Group) in Tacoma, Washington, her employer since 1991. As Director, she was responsible for managing the private client consulting division of Frank Russell Company, which advised on over $30 billion in assets. Previous experience includes Senior Research Analyst for Frank Russell where she researched hedge fund and private equity managers, Senior Financial Analyst for Kibble & Prentice, Inc., a regional financial services firm, and an independent Registered Investment Advisor, managing private client stock and bond portfolios in Seattle, Washington. She began her career as a Financial Consultant for Shearson Lehman Brothers in 1982.
Holly earned a B.A. in Business Administration from the University of Washington in 1981. She earned her Chartered Financial Analyst designation in 1988 from the CFA Institute and is a member of the Seattle CFA Society. She lives in Gig Harbor, is married with one son, and is active in the non-profit community. For recreation she enjoys scuba diving and mountain climbing.