DUNBAR ASSOCIATES, LLC

Overview

Dunbar Associates, LLC is an independent registered investment adviser that runs a concentrated, equity-first approach for a mix of individual, family and institutional clients. The firm operates on a fee schedule tied to assets under management and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. It is not positioned as an ESG-driven manager and generally prefers liquid, exchange-listed securities as the backbone of client portfolios. The firm’s investment posture favors public equities as the primary risk engine, with active use of exchange-traded instruments to implement core exposures. That equity tilt is complemented by third-party mutual funds and allocations to hedge funds where appropriate for return diversification or risk management. Dunbar Associates appears to manage portfolios primarily on a discretionary basis, giving its advisers latitude to trade listed securities and ETFs to execute strategy and respond to market moves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices