At Dunnavan, we conduct careful and thorough research aiming to make a relatively small number of wise decisions based on our clients:

Investment Goals
Income Needs
Risk Tolerance
Time Horizon

Taking into account general economic information, we pick individual stocks that have desirable fundamentals and wait to buy them at an appropriate price. If we don’t find apparent bargains in the market, we don’t buy.

We seek the right level of diversification to protect from major fluctuations in any one sector, yet aim for enough concentration to allow for growth.

The complexity of many modern financial instruments often only benefits the institution that sells these instruments. We are careful in selecting only investments that we feel we can understand and that also make sense.