An SEC-registered investment advisor specializing in stock & bond portfolios customized to your individual goals.
Minneapolis-based investment counsel & portfolio management.
Investment Counsel
We offer personalized solutions supported with thorough research aligned to meet your investment goals.
Portfolio Management
We make the investment decisions and execute them through the broker and custodian of your choosing.
An investment in knowledge pays the best interest.
– Benjamin Franklin
Meet Our Team
FRAUD ALERT: Beware of scams involving fake investment services. Scammers, impersonating legitimate investment professionals, have begun utilizing messaging apps such as WhatsApp to lure people into making fake and fraudulent investments. These scammers have impersonated employees of C.C. Dunnavan & Co., Inc., targeting victims with fake and fraudulent investment products and services. At all times be cautious when interacting with individuals claiming to be financial advisors and be on the lookout for signs of fraud. C.C. Dunnavan & Co., Inc. DOES NOT AND WILL NOT offer any services through WhatsApp. Any individuals claiming to be employees of C.C. Dunnavan & Co, Inc. and soliciting investors through messaging channels such as WhatsApp ARE NOT employees of C.C. Dunnavan. If you are contacted through WhatsApp by someone claiming to be associated with C.C. Dunnavan & Co., Inc., contact the Federal Communications Commission and local law enforcement and report the scam through the WhatsApp Help Center.
C.C. DUNNAVAN & CO., INC. DOES NOT OFFER INVESTMENTS OR INVESTMENT ADVICE THROUGH WHATSAPP!
Our Philosophy
We foster meaningful client relationships and make personalized decisions based on our client’s investment goals, income needs, risk tolerances, and time horizons.