January 3, 2011
Industry-Wide Award Recognizes Individuals Who Exemplify Extraordinary Client
Service and Professionalism in the Course of Delivering Financial Advisory Services
SAN DIEGO, CA - January 3, 2011 – Dunham & Associates Investment Counsel, Inc.
today announced the commencement of the nomination period for its fourth 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 Marriott Gaslamp Quarter in downtown San Diego
on May 25, 2011.
“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 Brad F. Fortier, CFP with LPL Financial, in
New Orleans, LA.
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 25 years. Dunham & Associates
Holdings, Inc., parent company for Dunham & Associates Investment Counsel, Inc. and Dunham Trust Company,
has over $1.2 billion in fee-generating assets as of December 31, 2010. For more information about
Dunham & Associates Investment Counsel, Inc. and its investments and services,
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.
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.