Investment Dynamics Consulting Group, LLC

Investment Dynamics Consulting Group LLC is a state-registered, single-advisor investment advisory firm that provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm typically recommends diversified portfolios composed mainly of mutual funds and exchange-traded funds and charges either a percentage of assets or hourly fees for its services.

The adviser operates on a non-discretionary basis, making periodic recommendations and monitoring accounts while clients retain final trading authority and ownership of securities; formal reviews are conducted at least annually (and semi‑annually or as agreed). Fund selection is guided by criteria such as performance history, sector, manager track record, investment objectives and fee structure, and the firm emphasizes client ability to impose reasonable investment restrictions.

Distinctive features include an operational affiliation with the principal’s accounting practice — including shared office space and reciprocal recommendations without formal referral fees — and a business model that reports the majority of managed assets as non-discretionary (approximately $15.7 million as of December 31, 2024), which is less common among independent peers. The firm also discloses that the principal devotes a substantial portion of time to non‑advisory activities, a factor that may affect advisor availability relative to other small independent practices.