Dunham & Associates When Performance Counts
 
How do you measure value?

At Dunham & Associates Investment Counsel, Inc., we measure value by performance. That’s why we believe your Sub-Adviser fees should be tied to the performance of your investments wherever possible, and it’s why all of our public mutual funds operate on performance fees,  known as fulcrum fees.

What does this mean for you?

Alignment of interests. Sub-Adviser fees are based on how well your investments perform. When your investment manager outperforms the applicable benchmark, compensation increases. If they underperform, they generally get less.* It’s that simple.

Looking for a performance-based Advisor?

You’ve come to the right place. If you don’t already work with a performance-based financial advisor, click here now and we’ll be happy to help you find the right financial professional to help you to attain your financial goals.

We invite you to examine performance in a new light.


Carefully consider the funds’ investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund prospectus, which may be obtained by calling your financial advisor or by calling (800) 442-4358. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.

The Dunham Funds have Sub-Adviser performance-based management fee that adjusts upward or downward based on the Fund’s performance relative to an established benchmark index over a performance measurement period.

* Some Sub-Advisers may receive a minimum fee regardless of whether or not a performance benchmark is met or exceeded.

Dunham & Associates Investment Counsel, Inc. is the adviser and distributor of the Dunham Funds, and as such, receives a separate fee.



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