Since 1974, Dunvegan has provided investment consulting to the largest institutions in the country. We commenced wealth management services in the 1980s to valued clients in New York, Los Angeles, Santa Barbara, and Montecito. Our Team, led by chief strategist and president A.C. Moore, independently manages growth-oriented portfolios of stocks and bonds for individuals, corporations and institutions. All of our processes embody a value discipline. In addition to direct client relationships, we are also advisors and managers of assets supervised by estate planning attorneys, qualified plan administrators and financial advisors.
We are extremely well-equipped to manage your trusts, IRAs, custodial accounts, and qualified plans. If you are a fiduciary for a business, charitable institution, non-profit, or an estate planning professional, we speak your language. Whether you have a profit sharing plan, endowment, or any variety of retirement plan, call, email, or just stop by and let us show you what we have done for others and what we can do for you.
Take a few minutes and look through our site. We would love to show you how we will exceed your expectations.