Minneapolis-based investment counsel & portfolio management.

An SEC-registered investment advisor specializing in stock & bond portfolios customized to your individual goals.

Investment Counsel

We offer personalized solutions supported with thorough research aligned to meet your investment goals.

Portfolio Management

We make the investment decisions and execute them through the broker and custodian of your choosing.

An investment in knowledge pays the best interest.

– Benjamin Franklin

Meet Our Team

dunnavan group

Our Philosophy

We foster meaningful client relationships and make personalized decisions based on our client’s investment goals, income needs, risk tolerances, and time horizons.