When we opened our doors in 1985, my aim was to create a wealth management firm with a unique
approach to doing business that helps align the interests of investors and investment advisers
by tying the fees clients pay to the performance of their funds.
Our vision is as vibrant as ever, with all of our multi-class, institutionally sub-advised
public mutual funds operating 100 percent on performance based fees, also known as Fulcrum Fees.
Outstanding results typically originate in exceptional ideas and execution. True to our roots, we continue
to evolve as a company committed to financial advisors in helping their clients work toward achieving their financial goals.
The Dunham Institute
encompasses an extensive range of proprietary benefits for financial advisors, including training and education, practice
management tools, business development resources, quarterly webinars, and more. I encourage you to explore all that Dunham offers.
At Dunham & Associates Investment Counsel, Inc., we’re committed to being the best, most trusted
and admired wealth management firm in the industry. We look forward to achieving great things
Thank you for visiting,
Jeffrey A. Dunham
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.