Founded in 1985, Dunham & Associates Investment Counsel, Inc. is a private wealth management firm,
Registered Investment Adviser and Broker/Dealer. We feature a family of 10 asset class
public mutual funds 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.
An independent affiliate, Dunham Trust Company, offers traditional trust services including asset
protection, administration, probate services, succession planning and charitable giving, to name
a few of its services.
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.
We bring together some of the industry’s most prominent institutional money managers to
run our sub-advised mutual funds. Our trust services help investment advisors protect and
transfer wealth for their clients for generations to come through Dunham Trust Company.
- Access to an integrated platform of performance-based mutual funds
- Portfolio construction and implementation
- Ongoing portfolio management and due diligence
- Online wealth management tools
- Customizable sales and marketing materials
- Exclusive training and business development resources
- Personalized asset allocation strategies
- Access to high caliber institutional money management
- In-depth investment proposals
- Continuous due diligence
- Ongoing portfolio review and rebalancing
- Online account access and performance reporting
- Performance fee based investment solution
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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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