May 5, 2010
National Award Recognizes Individuals Who Exemplify Extraordinary Client
Service and Professionalism In the Course of Delivering Financial Advisory Services
SAN DIEGO, CA - Dunham & Associates Investment Counsel, Inc. today
recognized Brad F. Fortier, CFP® as the recipient of its third annual Charlie Eisenmann
Client First Award. Jeffrey A. Dunham, founder and CEO of Dunham & Associates Investment
Counsel, Inc. presented the award during the 2010 Dunham Institute at the Lodge at Torrey
Pines in La Jolla, California. Mr. Fortier is an independent Financial Advisor with LPL
Financial in New Orleans, LA and was chosen by the Dunham & Associates award
The award is given annually to an investment professional who works with clients in a manner
that exemplifies Charlie Eisenmann's 'client-first' philosophy. Mr. Eisenmann,
the firm's former Chief Operating Officer, died in March 2007 after battling cancer.
Mr. Fortier received the award for his dedication to his clients in the wake of
Hurricane Katrina. He set up a temporary office in his home to help clients through
the crisis and went well beyond what would have been professionally expected to assist
in many other areas of their lives.
"Brad Fortier represents a client first attitude that is both unwavering and focused on his clients' needs,"
said Jeffrey A. Dunham. "Like Charlie, Brad demonstrates the noble pursuit of genuine service to his
clients. This was magnified when confronted with Hurricane Katrina, but is also evident when
working with his clients in the more normal circumstances of everyday life."
"I am honored to accept this award for client service, which is at the center of my business philosophy,"
said Fortier. "I believe financial planning is a means to an end. Helping my clients realize their
dreams is really what I do; it's what drives me. That is why I take a holistic approach to finance
that extends far beyond a person's portfolio to really get at the heart of what they want to achieve."
Brad is also a predominant community leader in the recovery of New Orleans. He has served as the
President of the Lakeview Civic Improvement Association, the Director of Capital Development for the
Beacon of Hope Resource Center, and the Chairman of the Finance Committee for the District 5
Neighborhood Recovery Group. Brad has also served as on the District A President's Council, which
was established to advise on the city's budget process.
"We received many deserving nominations from around the country, which made our selection challenging,"
noted Salvatore M. Capizzi, Chief Sales & Marketing Officer of Dunham & Associates Investment
Counsel Inc. "In the end, we felt Brad's exemplary 'client first' service philosophy and his dedication
to community service are the attributes that would best carry on Charlie Eisenmann's legacy. We are
honored to recognize Brad for this year's award."
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 25 years.
Consolidated, Dunham & Associates Holdings, Inc., parent company for DAIC and Dunham
Trust Company, has over $1.1 billion in fee-generating assets as of March 31, 2010.
For more information about Dunham & Associates Investment Counsel, Inc. and its
investments and services, visitwww.dunham.com or
call (800) 442-4358.
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.