4 minute read
As our business evolves daily, innovative ideas are the driving force that keeps you and your practice moving ahead. Partnering with firms that consistently deliver novel solutions is no longer just an advantage – it is essential to keeping your practice relevant and successful in a rapidly changing landscape.
With immense pride and excitement, we announce that Dunham has been named a finalist for ThinkAdvisor's 2024 Luminaries Award for Innovation in the Asset Manager's category.
This recognition underscores Dunham’s ongoing commitment to pioneering solutions that meet the complex demands of modern retirement planning.
A Legacy of Innovation
For nearly four decades, Dunham has been committed to providing the industry with innovative investment strategies and services. Our nomination for the Luminaries Award is not just an acknowledgment of our recent achievements, but a testament to our dedication to innovation throughout our history.
Innovating Retirement Planning with the Dunham Retirement Income Program
At the core of our nomination is the Dunham Retirement Income Program, a comprehensive retirement planning tool designed to address the multifaceted challenges faced by today's retirees. This program represents a paradigm shift in retirement planning, moving beyond conventional strategies to tackle critical issues such as:
- The Retirement Investment Paradox
- Multi-Generational Retirement
- Sequence Risk
- Inflation Risk
- Longevity Risk
Our innovative approach offers pragmatic, tailored solutions that can help address the unique needs of modern retirees. Recognizing the significant evolution of the retirement landscape, we’ve developed strategies that align with today’s realities, moving beyond the traditional approaches of the industry.
DunhamDC - The Engine Behind Our Innovation
The driving force behind the Dunham Retirement Income Program is DunhamDC, our proprietary investment overlay. Inspired by Warren Buffett's wisdom, DunhamDC embodies the principle of "Buying Fear and Selling Greed."
This dynamic approach aims to address key retirement risks with the goal of potentially enhancing investment outcomes.
The synergy between the Dunham Retirement Income Program and DunhamDC creates a robust, innovative, and practical framework for retirement planning. It represents our commitment to providing advisors and their clients with tools that address current challenges and help anticipate future needs.
Reflecting Our Core Values
While we are deeply honored by this nomination, we view it as more than an accolade. It reflects our core values and mission to continually push the boundaries of what is possible in financial services. This recognition from ThinkAdvisor, a respected voice in our industry, validates our approach and keeps us dedicated to our financial advisors and their clients.
Committed to Continuous Innovation
Regardless of the outcome, our nomination for the Luminaries Award reinforces our resolve to remain a driving force in financial innovation. We remain committed to providing what we believe are innovative investments for our advisors and their clients.
As we look to the future, we are energized by the possibilities. As the challenges facing retirees and investors evolve, so will our commitment to developing solutions.
Our nomination for the Luminaries Award is not an endpoint but a milestone in our ongoing corporate drive of innovation and service.
Gratitude for Our Advisors and Clients
We extend our heartfelt gratitude to our financial advisors, their clients, partners, and team members who have been integral to our success. Your trust and support continue to fuel our innovation.
Disclosures:
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance. All examples are hypothetical and are for illustrative purposes only.
For more information on Dunham DC and the Dunham Retirement Income Program, please visit https://www.dunham.com/FA/Pages/DunhamInsights
About the ThinkAdvisor Luminaries Award
The ThinkAdvisor Luminaries Award honors firms that excel at financial and investment innovation by creating new financial products, services, or processes which meet advisor and investor client needs, while delivering efficiency and competitive advantages to industry players via new platforms and other tools.
In evaluating entries, multiple factors are taken into consideration, including the nominee’s impact on the firm, its advisors and the broader professional community and industry, as well as on the landscape of clients, prospective clients, investors and would-be investors nationwide. Compensation was not received from anyone.
For more information on the Luminaries Award, please visit
https://event.thinkadvisor.com/luminaries-awards/criteria .
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.