At Dunham & Associates Investment Counsel, Inc., we believe the fees investors pay
should be tied to performance. That’s why we tie the compensation of all of our Sub-Advisers
and ourselves, where possible, to the success of your portfolio.
It’s an approach we’ve taken for more than 20 years. As far as we know, Dunham & Associates is
the only firm to offer a family of asset class-based public mutual
funds that operate 100 percent on performance based Sub-Adviser compensation.*
Performance fee-based funds have been touted as "a best practice in the industry" according to the
April 3, 2007 Associated Press article,Some Funds Tie Fees to Performance.
If you are looking for ways to potentially improve bottom-line performance given recent market
volatility and what appears to be a recession-prone economy, consider the Dunham Funds.
Dunham & Associates works with financial advisors to create and deliver highly-disciplined wealth management solutions combined with access to some
of the industry’s top tier institutional money managers, whose expertise is typically not
available to the public through other retail mutual fund platforms.
We strive for achievement beyond the commonplace and welcome you to discover our difference.
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 your financial advisor or by calling us at (800) 442-4358. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
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.
*Some Sub-Advisers receive minimum compensation regarless of whether or not an established performance benchmark is met or exceeded.
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