Dunnigan Financial
Fort Collins Investment Management
01.
A Common Sense Approach to Investment Management
Common sense investment management is the best way we choose to describe our approach to managing the value our clients instill in us.
We actively monitor market trends and the economic landscape, using our years of expertise and vast resources to develop custom investment strategies that not only suit your goals but also make sense.
Our team in Fort Collins seeks to develop an investment profile based on your values, risk tolerance, goals, and time horizon to develop a personalized investment strategy that aligns with your financial plan.
Our experience allows us to analyze market trends, identify potential opportunities, and mitigate risks effectively. We constantly monitor your investments, making adjustments as needed to align with your objectives.
02.
The Importance of Investment Management
Having an investment management plan in Fort Collins is essential for establishing both present and future financial security. By diversifying your investments, you may generate future income through dividends, interest, and capital gains. This strategic approach aims to help grow your wealth and provide a stable financial foundation for your long-term goals.
Our comprehensive wealth management services include asset allocation, financial statement analysis, stock selection, ongoing monitoring of existing investments, and developing and implementing effective portfolio strategies. These investment management services in Fort Collins seek to optimize your investment performance, with the objective of consistently meeting your financial goals.
03.
Do You Understand Your Risk?
Understanding risk, and more specifically, your appetite for it, is a key factor in developing an investment strategy that is suitable for you.
We use simple yet effective software to help us understand your risk levels. These risk levels are revisited on a regular basis as we always aim to best align your investment strategy to your current risk tolerance.
To understand your risk level and get started today, take our brief survey below.
04.
Guided By Data Rather Than Emotion
As investment management professionals in Fort Collins, we make our decisions based on what the data is telling us, not based on the story being told.
We offer ongoing discussions of investment strategy and general market knowledge to help you stay focused on your long-term goals and avoid making impulsive decisions based on short-term market fluctuations.
With our guidance, you can feel confident that your investments are being managed responsibly and suitably, in seeking to give you the best chance of achieving your financial goals.
Our investment management services in Fort Collins also include, but are not limited to:
- Goals-Based Investment Management
- Tailored Investment Strategy
- Access To Various Investment & Financial Strategies
Dunnigan’s Mission
Simply Put, We Work to Serve You.
A New Approach to Planning
Our comprehensive financial planning services are driven by a genuine desire to serve our clients. With pride, we craft creative investment strategies that align with your unique circumstances. Understanding what matters most to our clients and helping them create a better life is our priority.
Establish financial goals and objectives
We assist in ranking your goals based on importance and time frame to create a clear roadmap.
Assess risk tolerance
Based on your risk profile, we suggest investment strategies that align with your comfort level and financial goals.
Choose a suitable asset allocation
We develop a plan to diversify your investments across different asset classes, such as stocks, bonds, and real estate, to balance risk and reward.
Construct an investment portfolio
We build a well-balanced portfolio designed with the goal to achieve your financial objectives while managing risk.
Fort Collins Investment Management Professionals
When you are ready to learn more about how Dunnigan Financial can help you work towards achieving your investment goals, contact us to schedule a consultation. We know taking steps to preserve your financial freedom and pursue investment goals can be overwhelming, and we are here to take the burden off your shoulders and guide you through the process seamlessly.