Dunham & Associates When Performance Counts
 
Investments and Services

Dunham Funds

Dunham & Associates Investment Counsel, Inc. offers a proprietary family of sub-advised mutual funds that operate on performance-based advisory fees, also commonly known as fulcrum fees. These funds represent unique asset classes and are available individually or as part of a turn-key asset management program.

Dunham Trust Company Services

Dunham Trust Company offers a broad range of trust services structured to help clients grow, protect and transfer wealth to meet specific financial objectives and establish lasting legacies for future generations with privacy, care and confidence.

Dunham Qualified Plans

Dunham & Associates Qualified Retirement Plans provide you and your clients with a turnkey solution of asset allocation portfolios, a wide selection of mutual funds and varied plan design choices.


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.

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.



 
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Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer.  Member FINRA / SIPC.