Products and Services

Dunham Funds

Dunham & Associates Investment Counsel, Inc. offers a proprietary family of 10 sub-advised mutual funds that operate on performance-based advisory fees, also commonly known as fulcrum fees. These funds represent 10 unique asset classes and are available individually or as part of a turn-key asset management program.

Dunham Trust Company Services

Dunham Trust Company offers a broad range of trust services structured to help clients grow, protect and transfer wealth to meet specific financial objectives and establish lasting legacies for future generations with privacy, care and confidence.

Dunham Qualified Plans

Dunham & Associates Qualified Retirement Plans provide you and your clients with a turnkey solution of asset allocation portfolios, a wide selection of mutual funds and varied plan design choices.


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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