December 15, 2009
SAN DIEGO, CA – Dunham & Associates Investment Counsel,
Inc. today announced the commencement of the nomination period for its third 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. The award will be presented during the Dunham Institute at
The Lodge at Torrey Pines on May 5, 2010.
"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.
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 than ever.
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 James O. Lunney, CFP, with Wealth Strategies Group of Littleton, Colorado.
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 Registered
Investment Adviser 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 close to $1.1 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.