Ball Dunn Investments

Charles R Dunn Investment Advisors is a financial advisory firm based in Tucson, AZ, specializing in providing personalized investment strategies and wealth management services to clients. With a focus on long-term financial planning and risk management, the firm aims to help individuals and families achieve their financial goals through tailored investment solutions and expert guidance. Generated from their business information

Sonora Investment Management is an independently managed SEC registered investment adviser that has been providing customized asset management services to individual investors for over 35 years. With a focus on preservation of principal, competitive current yield, and potential asset growth, Sonora constructs tailored portfolios of individual equity and fixed income securities based on each client's goals and needs. Using a proprietary investment approach and specializing in convertible bond investing, Sonora offers clients a risk-reward alternative to traditional equity and fixed income investments. With over $1.5 billion in assets under management, Sonora Investment Management is committed to delivering an institutional approach to retail investing and continuously managing portfolios to adapt to changing economic conditions and investment landscapes.Generated from the website