A complete list of active advisors currently associated with Dunhill & Company, LLC
Warmer can help you find a great advisor at Dunhill & Company, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management and standalone financial planning and consulting to individuals (including high‑net‑worth clients) as well as corporations and other business clients, offering advice across equities, fixed income, mutual funds, ETFs, alternative investments and real estate. It also facilitates access to third‑party sub‑advisers and model portfolios and may recommend alternative investments where appropriate. Dunhill & Company tailors investment programs to client objectives and risk tolerance, monitoring and rebalancing portfolios on an ongoing basis and offering written plans or consultations that can include investment, retirement, estate, tax, mortgage/debt, cost segregation and corporate structure analysis. The firm’s investment methods span fundamental and technical analysis, charting and modern portfolio theory, and it may employ both long‑term and short‑term trading strategies, use model portfolios from unaffiliated managers, and occasionally engage in more active trading when deemed suitable. Notable differences from many peers include an affiliation with a licensed real estate broker through the firm’s principal, with real estate services offered under separate engagement agreements and customary transaction fees disclosed, and the firm’s willingness to provide portfolio management to corporate or institutional clients in addition to individuals. The adviser manages a relatively modest amount of client assets and emphasizes coordination with third‑party managers and custodians when implementing client strategies.
To learn more about the advisors currently working at Dunhill & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 21
|
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