When we opened our doors in 1985, my aim was to create a wealth management firm with a unique
approach to doing business that helps align the interests of investors and investment advisers
by tying the fees clients pay to the performance of their funds.
Our vision is as vibrant as ever, with all of our multi-class, institutionally sub-advised
public mutual funds operating 100 percent on performance based fees, also known as fulcrum fees.
Once considered a pioneering idea, performance-based fees are increasingly becoming a preferred
choice of savvy investors seeking an alternative to the common industry practice of charging investment
management fees regardless of whether portfolio value is up, down or flat. Today, many
investment advisors are learning that managing a performance based practice and aligning
their interests more completely with their clients builds deeper relationships and affords
opportunities to provide wealth management services beyond the scope of investments.
Outstanding results originate in exceptional ideas and execution. True to our roots, we continue
to evolve as a company committed to helping investment advisors simplify their lives and maximize
the value of their businesses as they help their clients work toward achieving their financial goals.
The Quarter Club
and The Dunham Institute
both encompass an extensive range of exclusive, proprietary benefits for advisors, including training and education, practice
management tools, business development resources, and more. I encourage you to explore both.
At Dunham & Associates Investment Counsel, Inc., we’re committed to being the best, most trusted
and admired wealth management firm in the industry. We look forward to achieving great things
with you.
Thank you for visiting,
Jeffrey A. Dunham
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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