We design and monitor our Asset Allocation Program (AAP) model portfolios using a strategic asset allocation methodology. Our Dunham Investment Committee thoughtfully considers a range of asset classes for inclusion in each model portfolio. We focus on the long-term factors affecting portfolio growth as well as the proper risk balance for an optimized portfolio.
We like to say that our portfolio construction process involves both math and art, allowing our Dunham Investment Committee the freedom to evolve portfolios as the markets dictate. Our team uses tools such as Black-Litterman and other analytical models as part of our design process to ensure forecasted returns are meaningful and are considered within the context of recent trends.
This disciplined and strategic technique helps avoid the pitfalls associated with tactical or market timing fads.
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via firstname.lastname@example.org or at 800-442-4358 and we will reset your account.
We invite you to register. You will need your social security number and date of birth.
The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.