The Dunhill & Co. Philosophy

Dunhill & Co. prides itself on being a financial concierge for our clients. We listen intently to each and every client and we tailor thoughtful solutions to meet your investment goals.

 

At Dunhill & Co., we believe that investment diversification is the cornerstone of every client portfolio. If you're ready to take charge of your financial future, contact us today and let us exceed your expectations.

How We Help Our Clients

Our advisory firm not only advises on assets in the financial market but real estate and lending matters as well. At most firms, clients are routinely referred to an outside advisor for many reasons. That's why we have all our advisors under one roof.

 

Whether you're looking for an investment advisor representative, a real estate and/or mortgage broker—you have come to the right place.

Why Work With Us

FIDUCIARY

Your best interests are kept at the foremost of our thinking, because we abide by the fiduciary standard. Much different from most other firms which only sell their own products. We are a fee-only firm, meaning we do not charge commissions when we recommend any product or service.

EXPERIENCE

With over 20 years combined experience in the financial markets, you can trust our principals to provide you with thoughtful solutions to your financial needs. We help you make better decisions so that you and your family can live the life you’ve worked so hard for and deserve.

TECHNOLOGY

Your portfolio is constantly analyzed and monitored by the latest financial technology to keep your investments protected and to maximize growth. A monthly portfolio report keeps you up to date on your investments and performance.

VALUE

We do not earn commission on your portfolio. We charge a fixed negotiated rate for our advisory service, which typically ranges between $250-500 a month. You can expect the best value when compared to most other financial service companies.

DUNHILL & CO., LLC   |   ALL RIGHTS RESERVED
915 Douglas Blvd, Suite 9
Roseville, CA 95678
415-386-4455
BUSINESS CONTINUITY PLAN   |   PRIVACY NOTICE