Wealth Management & Financial Planning
Concentrated Dividend Growth
This model holds 25 to 40 dividend-paying, mostly US-based companies. Its concentrated approach allows higher conviction allocations, placing up to 10% of the portfolio into a single company and up to 20% into a specific sector.
Dividend and Growth Model
This approach offers broader diversification by holding 70 to 80 large multinational companies to capture a cross-section of the US and global economy. It strategically overweights high-quality companies that are temporarily out of favor, rebalancing as market cycles shift them back into favor.
Quantitative Model
As a registered fiduciary, the firm actively monitors your asset allocation and designs highly customized strategies centered on stable, dividend-paying companies to preserve capital during market downturns while driving long-term wealth accumulation.
Fixed Income Model
Designed for risk-averse investors, this model focuses on high-quality bonds to buffer against stock market volatility. It actively analyzes bond market maturities—typically targeting a sweet spot between 1 and 5 years—to deliver capital stability and peace of mind.
About – RIA and Fiduciary
About our Investment Models
About – RIA and Fiduciary
About our Investment Models
Who we are
Keith Dunn
Timmi Barker
Hours
Monday – Thursday
9:00 AM – 4:00 PM
Appointments are also available
727-940-5241
Our Mission Is to Build the Foundation of a Secure Future
Bound by a strict fiduciary duty to legally prioritize your financial security over corporate commissions, Johnson Dunn Capital Advisors design customized, low-volatility portfolios centered on stable, dividend-paying companies that generate reliable passive income and resilient long-term growth.
Future
Blog Posts & Documents
Why More Investors Are Turning to Dividend-Paying Companies
Dividend-paying stocks have long been a cornerstone of successful investing, offering both steady income and capital appreciation. Unlike high-risk growth stocks, dividend-paying companies tend to be well-established, financially disciplined, and committed to returning value to shareholders. This makes them particularly attractive during uncertain economic times. At Johnson Dunn Capital Advisors, we recognize the importance of dividends in a well-structured portfolio, particularly for…
Brokers vs Advisors: Who’s Really on Your Side
The financial industry loves titles. Titles that sound reassuring. Titles that inspire confidence. Titles that, if we’re being honest, can sometimes leave investors with a dangerously false sense of security. Among the most misleading? The use of the term “advisor” by brokers – a practice that has come under renewed scrutiny by state securities regulators. Last week, the North American Securities Administrators Association (NASAA) formally adopted amendments to its model rules, aiming to…
Johnson Dunn Capital Advisors, Inc. Client Relationship Summary – April 2022
Johnson Dunn Capital Advisors, Inc. (“Johnson Dunn”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment advisory and brokerage services and fees differ; therefore, it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers, and investing What investment services…
Blog Posts & Documents
Why More Investors Are Turning to Dividend-Paying Companies
Dividend-paying stocks have long been a cornerstone of successful investing, offering both steady income and capital appreciation. Unlike high-risk growth stocks, dividend-paying companies tend to be well-established, financially disciplined, and committed to returning value to shareholders. This makes them particularly attractive during uncertain economic times. At Johnson Dunn Capital Advisors, we recognize the importance of dividends in a well-structured portfolio, particularly for…
Brokers vs Advisors: Who’s Really on Your Side
The financial industry loves titles. Titles that sound reassuring. Titles that inspire confidence. Titles that, if we’re being honest, can sometimes leave investors with a dangerously false sense of security. Among the most misleading? The use of the term “advisor” by brokers – a practice that has come under renewed scrutiny by state securities regulators. Last week, the North American Securities Administrators Association (NASAA) formally adopted amendments to its model rules, aiming to…
Johnson Dunn Capital Advisors, Inc. Client Relationship Summary – April 2022
Johnson Dunn Capital Advisors, Inc. (“Johnson Dunn”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment advisory and brokerage services and fees differ; therefore, it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about investment advisers, broker-dealers, and investing What investment services…
Contact Us
You can reach out to us through phone at 727-940-5241
Or by email to Keith@JohnsonDunnCapitalAdvisors.com
Address
Johnson Dunn Capital Advisors
36750 US Hwy 19 N #3293, Palm Harbor, FL 34684, USA
Phone
+1.727-940-5241