About Us

We believe that successful investing comes from correctly assessing and acting on risk; not by attempting to predict the future course of the market. Incorrectly assessing risk potentially leads to a painful loss of money. We manage our portfolios by acting on the current market environment for risk, valuation, economic growth, investor sentiment and relative strength.

Dunn Warren manages multiple investment vehicles, including: stocks, bonds, Exchange Traded Funds (ETFs), mutual funds, variable annuities and variable universal life policies.

For each investment vehicle we provide four product strategies - Earnings Momentum, Total Value, Strategic Growth and Strategic Allocation (See Products).

Within each strategy, we have developed model portfolios that are designed to match the right investment with the individual. We have designed four different model portfolios - Aggressive, Growth, Moderate and Conservative - for each investment vehicle. This allows us to focus on managing risk as well as working with the client to reach their objective.

We also believe that if we are driving your portfolio you should know where you are going. Therefore we send our clients a monthly newsletter telling them what our thoughts are and how we manage risk in the current environment.