Headquartered in Santa Barbara, California, Dunvegan was founded in 1974 in New York as a consulting arm of Reynolds and Co., now Morgan Stanley. Over the next decade, we served as the primary strategist to several of the largest financial institutions in the United States. We commenced wealth management activities in 1983. Today, families, institutions, qualified plans, trusts and endowments benefit from our unique approach, innovative techniques, and rigorous attention to detail.

A.C. Moore and his senior team of investment professionals have more than a century of combined experience. The investment strategy has been developed through years of fundamental and technical research and disciplines perfected since inception in 1974.  Dunvegan’s highly-talented investment and operations teams are committed to delivering superior results and providing tailored customer service.

We provide immediate access to proven wealth-management techniques, which have historically preserved capital during highly turbulent market conditions.  Our multi-faceted research team utilizes a variety of measures including discounted cash flow analysis and proprietary quantitative models to ascertain opportunities.