May 25, 2011
SAN DIEGO, CA - May 25, 2011 – Dunham & Associates Investment Counsel, Inc.
today recognized Kristin Rascona as the recipient of its fourth annual Charlie Eisenmann
Client First Award. Jeffrey A. Dunham, founder and CEO of Dunham & Associates Investment
Counsel, Inc. presented the award during the 2011 Dunham Institute at the Marriott Gaslamp
Quarter in downtown San Diego, California. Ms. Rascona is a Senior Registered Client Service
Associate with Morgan Stanley Smith Barney in Alexandria, Virginia and was chosen by the
Dunham & Associates award selection committee.
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.
"I am so grateful to be the recipient of the Charlie Eisenmann Client First Award,
" said Ms. Rascona. "I strive to always treat clients as though they are my own
family. I am very fortunate to work on a team that actively dedicates their time to various
philanthropic organizations. Being involved in the community helps us to connect on a deeper
level with our clients and each other. This is truly a great honor for me to exemplify the
values of Mr. Eisenmann and I plan on carrying his extraordinary legacy forward."
In addition to Ms. Rascona’s work at Morgan Stanley Smith Barney, she dedicates her time and
efforts to several philanthropic organizations. She has served on the Young Leadership Committee at
Virginia Hospital Center since 2008 and is also actively involved with the Lupus Foundation of America.
‘We received 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. “We felt Ms. Rascona’s
exemplary ‘client first’ philosophy and her dedication to community service are the qualities that
would best carry on Charlie Eisenmann's legacy. We are honored to recognize Kristin 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 over 25 years. Consolidated, Dunham & Associates Holdings,
Inc., parent company for DAIC and Dunham Trust Company, has close to $1.3 billion in fee-generating assets as
of March 31, 2011. For more information about Dunham & Associates Investment Counsel, Inc. and its investments
and services, visit www.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.