C.C. Dunnavan & Co. Investment Counsel Information

Since 1979, Dunnavan & Co. has created and managed custom investment portfolios using our proprietary stock and bond analysis and selection process. Our portfolio management team specializes in educating our clients and their families about the esoteric world of investments and works alongside related professionals to help them achieve their overall financial goals. Our client base consists mainly of high net worth (> $1 million in investable assets) individuals, families, and institutions. We've provided investment management to a diverse set of clients across the US, including: ◆Small Business Owners ◆Corporate Executives ◆Charitable individuals ◆Non-traditional families ◆Family Foundations ◆Supplemental Needs Trusts & Special Needs Clients ◆Pension Funds ◆Nonprofit Institutions ◆Religious Foundations Dunnavan is an SEC-Registered Investment Advisor.