At Dunham & Associates Investment Counsel, Inc., we believe the fees investors pay
should be tied to performance. That’s why we tie the compensation of all of our Sub-Advisers
and ourselves, where possible, to the success of your portfolio.
It’s an approach we’ve taken for 30 years. As far as we know, Dunham & Associates is
the only firm to offer a family of asset class-based public mutual
funds that operate 100 percent on performance based Sub-Adviser compensation.*
Performance fee-based funds have been touted as "a best practice in the industry" according to the
April 3, 2007 Associated Press article,Some Funds Tie Fees to Performance.
If you are looking for ways to potentially improve bottom-line performance given recent market
volatility and what appears to be a recession-prone economy, consider the Dunham Funds.
Dunham & Associates works with financial advisors to create and deliver highly-disciplined wealth management solutions combined with access to some
of the industry’s top tier institutional money managers, whose expertise is typically not
available to the public through other retail mutual fund platforms.
We strive for achievement beyond the commonplace and welcome you to discover our difference.
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 in the States of Nevada and Colorado and is
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 receive minimum compensation regardless of whether or not an established performance benchmark is met or exceeded.