Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
About Us 9/23/2021
This fund provides your philanthropically-minded clients with a single platform to focus their charitable giving.
READ MOREAbout Us 3/12/2021
We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period.
READ MOREAbout Us 8/19/2019
In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...
READ MOREAbout Us 4/9/2019
The challenge with the lowest fee model is that it does not matter what fee you charge, someone is likely to come along and find a way of charging ...
READ MOREAbout Us 3/26/2019
Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a...
READ MOREAbout Us 3/5/2019
Large companies can leave financial advisers looking for a more personal touch. Dunham works diligently to provide key differences in service that ...
READ MOREAbout Us 2/21/2019
Thank you for visiting the Dunham Investment & Associates Blog. This site will provide posts on a variety of financial topics, like sales tips, mar...
READ MORE