Investment Philosophy

Our investment philosophy is derived from the methodologies employed by some of the greatest financial minds that have ever been. These influential men and women, considered thought leaders in the arenas of money and life, helped shape the core principles of Donnelly Investments.

Core Principles

Review and rebalance your portfolio annually to maintain proper asset allocation and to optimize market exposure.

Avoid paying excess fees for financial products and professional services.

Buy at "value"; the future value of every investment is a function of its present price multiple. Be aware of inflated investments that may limit your returns.

Avoid debt/bond selections of low creditworthiness and those that lack liquidity.

Seek proper diversification; not over diversification.

Equity/stock selections should be comprised of large, well-known, and prominent companies that are conservatively financed.

The Intelligent Investor by Benjamin Graham

“The best way to measure your investing success is not by whether you’re beating the market,

but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

- Benjamin Graham