Your Success and Ours, Deeply Intertwined

Behind every number is a story. Behind every strategy is a life goal.
We offer investment solutions, trust services, and insights that are designed to support the growth of your practice and strengthen how you serve your clients.

Strategies for Diverse Investment Needs
Strategies for Diverse Investment Needs
A philosophy rooted in empathy
A philosophy rooted in empathy
See the Big Picture in Macro and Markets
See the Big Picture in Macro and Markets
40+
Years of experience
San Diego
Executive office
100%
Accountable to you
WHAT WE DO

An investment firm built for financial advisors.

Founded by an advisor, for advisors, Dunham is dedicated to helping you address the day-to-day challenges of serving your clients – from earning client trust to navigating volatile markets. With solutions such as performance-based fee options, trust services, and advisor-focused marketing support, we provide the tools designed to help you create meaningful client experiences and differentiate your practice.

An investment firm built for financial advisors.
FOR FINANCIAL ADVISORS

Strengthen your practice with institutional-level resources and support.

Build stronger client relationships. Grow your practice with institutional-level resources. From advanced strategies to back-office support, trust services, and innovative tools, our platform can help you turn today’s challenges into tomorrow’s opportunities.

Strengthen your practice with institutional-level resources and support.
FOR INDIVIDUAL INVESTORS

Disciplined investment approach managed by institutional money managers.

Invest with confidence in strategies once reserved for institutions. We actively manage your portfolio with risk research, data-driven insights, and a philosophy built around discipline - not hype.

Disciplined investment approach managed by institutional money managers.
TRUST OFFERINGS

Comprehensive asset preservation strategies.

Protect more than your wealth. Protect your legacy. Our comprehensive trust services support retirement income, tax efficiency, estate planning, and wealth transfer - helping the values you’ve built live on for generations.

Comprehensive asset preservation strategies.

Our Solutions, Your Advantage

From wealth-building to charitable giving, our solutions are designed to support goals at every stage.

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Dunham Funds

Take the complexity out of investing with access to institutional money managers and built-in diversification.

DunhamDC

Our tactical overlay helps advisors turn volatility into opportunity. Guided by “buy fear, sell greed,” DunhamDC applies a disciplined process to remove emotion and keep portfolios aligned with goals.

Insured Deposit Marketplace (IDM)

Up to $60M FDIC coverage. Competitive yields. Daily liquidity. Combining protection with flexibility.