Dunham & Associates Investment Counsel, Inc. - a Registered Investment Adviser/Broker
Dealer and Advisor to the Dunham Mutual Funds
Founded in 1985, Dunham & Associates Investment Counsel, Inc. features a family of public
with performance-based Sub-Adviser compensation, also commonly known as
fulcrum fees. Allocation portfolios
are available individually or as part of a turnkey asset management program.
Dunham & Associates is driven by performance and we believe client fees should be tied to returns measured
against applicable benchmarks. That’s why we tie the compensation of our Sub-Advisers and ourselves to the
success of your investments wherever possible.*
- a Nevada Trust Company
Dunham Trust Company is a privately held trust company founded in August, 1999. It is licensed in the States of Nevada and Colorado and is
regulated by the State of Nevada, Department of Business and Industry, Financial Institutions Division.
As an affiliate of Dunham & Associates Investment Counsel, Inc., Dunham Trust Company
offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration,
probate services, succession planning and charitable giving, to name a few of
Investors should consider the investment objectives, risk factors, charges, and expenses of the Dunham
Funds carefully before investing. This and other important information is contained in the Fund's summary
prospectus and/or prospectus, which may be obtained by contacting your financial advisor, or by calling toll
free (800) 442-4358. Please read prospectus materials carefully before investing or sending money. Investing
involves risk, including possible loss of principal.
* Some Sub-Advisers may receive minimum compensation regardless of whether or not an established
performance benchmark is met or exceeded. Member FINRA/SIPC.
Trust Advisor Publication readers awarded Dunham Trust Company the prestigious honor of being named one of America’s Most Advisor-Friendly
Trust Companies in 2013, 2014 and 2015. Having been named as a top trust company year-over-year serves as a testament to the fact that
Dunham Trust Company truly has sought to effectively set the standard for collaboration and excellence in the Trust community.