Our Firm

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

We provide six product strategies: Earnings Momentum, Equity Income, Exchange Traded Funds, Market Neutral, Total Value, and Value(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. If you would like to subscribe to receive emails of our monthly newsletter, click here

Portfolio Management Discipline

Our strength is accurately assessing the investment environment and acting on that opportunity. To properly diagnose and manage the portfolio, we follow three procedures each month:

1. Classify and choose funds by appropriate risk sector.
2. Determine the appropriate investments and market exposure based on the current reading of the Risk/Reward Matrix.
3. Choose funds with the highest relative strength as designated by the 6 and 12 month performance.

(See Methodology).