July 16, 2008
JC Public Relations, Inc.
SAN DIEGO, CA – Dunham & Associates today announced the
commencement of the nomination period for its second annual Charlie Eisenmann Client First
Award. This award commemorates and honors Charlie Eisenmann, a former colleague who served
as Chief Operating Officer for Dunham & Associates Investment Counsel, Inc. The award
will be presented during the Opening Ceremonies at the 11th Annual Chicago Financial Advisor
Symposium at the Sheraton Chicago on October 14, 2008.
"Charlie believed that true client service and financial advisory excellence begins when
you put the client first and provide client-appropriate services based on the client's
needs and desires. We can't agree more," said Jeffrey A. Dunham, founder and CEO of
Dunham & Associates Investment Counsel, Inc.
Mr. Eisenmann was widely revered both inside and outside the firm for his leadership,
quick wit, calm demeanor, and sense of humor. He epitomized a set of client-centric values
that Dunham & Associates strongly feels should be embodied by the industry today more
Eisenmann lost his battle with cancer in early 2007. Dunham & Associates created the
Charlie Eisenmann Client First Award to encourage other financial services professionals
to challenge the status quo, and consistently go above and beyond professional
requirements. "Charlie lived his life according to a 'people helping people' philosophy,
which challenges us all to raise the bar in terms of how we do business. In the spirit of
ensuring that his client-centered legacy lives on, we look forward to reviewing the many
deserving nominee submissions and to formally recognizing this year's recipient," Dunham
continued. Last year's recipient was Brenda Blisk CFP, CSA, McLean, VA.
This prestigious award is given annually to the nominee who best exemplifies the Charlie
Eisenmann Client First Award philosophies. The award recipient receives an engraved crystal
award in commemoration of this honor. Eligible nominees include financial advisors or support
staff of Broker/Dealers or RIA firms. In keeping with the spirit if this award, nominees need
not be producers of any investments or services offered by Dunham & Associates Investment
Counsel, Inc. Those eligible to nominate include clients, financial advisors and/or their
support staff, and staff members. Recipients will be selected by way of a Dunham &
Associates award selection committee. For more information or to
nominate a deserving individual, please visit www.dunham.com.
Founded in 1985, Dunham & Associates Investment Counsel, Inc. (DAIC) is a Registered
Investment Adviser and Broker/Dealer. DAIC offers mutual funds in which Sub-Advisers'
compensation is tied to performance as measured against an established benchmark. DAIC
has specialized in providing investment programs for institutions, foundations, and
high-net-worth individuals for over two decades. Dunham & Associates Holdings, Inc.,
parent company for Dunham & Associates Investment Counsel, Inc. and Dunham Trust Company,
has over $1 billion in fee-generating assets. For more information about Dunham &
Associates Investment Counsel, Inc. and its investments and services,
visit www.dunham.com or call (800) 442-4358.
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 us at (800) 442-4358. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Some Sub-Advisers receive a minimum fee regardless of performance and whether that benchmark
is met or not.
Dunham & Associates Investment Counsel, Inc. serves as adviser and distributor of the
Dunham Funds, and as such, receives a separate fee. Member FINRA/SIPC.
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.