Donald Duncan (CFA, CFP®, CPA/PFS, MBA)

Donald Duncan focuses in the
following client markets or areas of practice:

Entrepreneurs

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

We have a unique combination of education, professional credentials and institutional asset management experience. Our team includes portfolio managers with experience managing over $50 billion in mutual funds and client accounts at Northern Trust Company, experience we apply to our individual client portfolios. We have been registered as an independent investment advisor since 1997 and have been active in the financial markets since 1980. In addition to 2 MBAs, our team's professional designations include: CFP: Three professionals have earned the Certified Financial Planner designation. CFA: Our portfolio manager earned Chartered Financial Analyst designation, a key designation for professionals in the investment management business. CPA: Certified Public Account is the designation for professionals who help people manage their taxes and finances.

Additional Information

We provide financial planning, estate planning, tax planning, and investment advisory services to "individuals who want to understand the economic consequences of their financial decisions". Our services range from providing one-time consultation meetings, to the development of comprehensive financial plans and investment management services. For accounting and legal services, we will work with a client's existing providers. We also have a network of lawyers and accountants that specialize in providing services to both individuals and business owners. We are subject to the ethical requirements of the American Institute of Certified Public Accountants and the Association for Investment Management and Research. We are also registered as an Investment Advisor with the Securities and Exchange Commission and are subject to federal and state securities laws and regulations.