A complete list of active advisors currently associated with Dunvegan Associates Inc

Warmer can help you find a great advisor at Dunvegan Associates Inc or one who fits your needs even better.

Dunvegan Associates, Inc. is a small, independent wealth manager that provides continuous, discretionary portfolio management and wealth-planning services to individuals — including high-net-worth clients — and trusts. The firm develops client financial goals at an initial meeting and updates them through periodic reviews, and it does not participate in wrap-fee programs. The firm applies a research-driven investment process combining fundamental and technical analysis and a global macro outlook to identify equity and fixed-income opportunities, emphasizing valuation, dividend yield, balance-sheet strength and appropriate duration. Dunvegan practices more active management and discretionary trading, with weekly account reviews led by its president to align market views with clients’ tax, liquidity and risk considerations. Dunvegan is long-established (founded in 1974) and operates with a compact team centered on a long-tenured president who also serves as Chief Compliance Officer and personally reviews accounts, an arrangement that gives it a solo-practitioner operational character despite having multiple advisors. Unusually for firms of its size, it discloses a performance-based fee arrangement on at least one client account (managed under supervision by an outside, family-affiliated advisor), and it states policies against accepting sales-based third-party compensation and against ongoing soft-dollar arrangements.

To learn more about the advisors currently working at Dunvegan Associates Inc, 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.

You can also browse Dunvegan Associates Inc's office locations.

Name	Location	Years of experience
Nicholas Bell	Oakland, CA	3
Alvin Moore Jr.	Santa Barbara, CA	22

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