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.