Donnelly Investments Corporation

Donnelly Investments Corporation (DI) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. DI creates an Investment Policy Statement outlining the client’s situation and constructs a plan to select a suitable portfolio. DI primarily recommends mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities, focusing on traditional core investments like stocks, bonds, and cash. Clients can impose restrictions on investments based on their values.