Dunham & Associates When Performance Counts
 
Dunham & Associates Investment Counsel, Inc.

Who We Are

Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer committed to helping financial advisors attain the highest levels of differentiation, productivity, and growth through our performance-based fund family.

What We Do

We help clients grow and transfer wealth via comprehensive wealth management, including our multi-class performance-based fund family, innovative asset allocation solutions, and integrated trust services offered by Dunham Trust Company.

How We Do It

Everything we do has its roots in our belief that client fees should be based, where possible, on the success of their investments relative to established benchmarks. We provide professional investment management through the Dunham Funds, Sub-Advised by institutional money managers who are paid on their performance and we work with financial advisors to create highly-disciplined wealth management strategies through asset allocation, implementation, monitoring, rebalancing, and reporting which we believe will lead to long-term consistent results.


Investors should consider the investment objectives, risk factors, charges, and expenses of the Dunham Funds carefully before investing. This and other important information is contained in the Fund's summary prospectus and/or prospectus, which may be obtained by contacting your financial advisor, or by calling toll free (800) 442-4358. Please read prospectus materials carefully before investing or sending money. Investing involves risk, including possible loss of principal.

Dunham Trust Company is a 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. Dunham Trust Company and Dunham & Associates Investment Counsel, Inc. are affiliated entities.

*Some Sub-Advisers may receive minimum compensation regardless of whether or not an established performance benchmark is met or exceeded.




 
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Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer.  Member FINRA / SIPC.