Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer
committed to helping financial advisors attain the highest levels of differentiation, productivity
and growth through our performance based fund family and independent trust company.
We help clients grow and transfer wealth via comprehensive wealth management, including our
multi-class performance-based fund family, innovative fixed income asset allocation solutions and integrated
trust services offered by Dunham Trust Company.
Everything we do has its roots in our belief that client fees should be based, where possible,
on the success of their investments relative to established benchmarks. We provide professional investment management through The Dunham
Funds, run by institutional money managers who are paid on their performance and we work with financial
advisors to create highly disciplined wealth management strategies through asset allocation,
implementation, monitoring, rebalancing and reporting leading to long-term consistent results.
Dunham Trust Company is an independent, privately held trust company founded in August, 1999.
It is licensed and regulated by the State of Nevada, Department of Business and Industry,
Financial Institutions Division.
Carefully consider the funds' investment objectives, risk factors, charges and expenses
before investing. This and other information can be found in the Fund prospectus, which may
be obtained by calling us at (800) 442-4358. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
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