HANDAL DUNAWAY LLC

Overview

Handal Dunaway LLC is a small, independent registered investment adviser focused on fee-based portfolio management for individual and family clients. The firm emphasizes equity allocations, using exchange-traded securities as its primary vehicle for implementing client strategies. Its advisory activities include financial planning, portfolio management for individuals and small businesses, and educational seminars, and it identifies as an active ESG investor — meaning environmental, social and governance factors are integrated into its investment selection and manager screening. Given the firm’s structure and current asset base, its approach appears tailored and hands-on: direct equity exposure through traded instruments for liquidity and cost efficiency, with selective use of third-party managers where clients need alternative or specialized exposures. Advisory services are delivered under a percentage-of-AUM fee model and are oriented to individuals and families rather than institutional mandates.

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Location & Offices