When you shift your time away from managing assets, you can reinvest that time into building client relationships. Dunham can be your partner in adding the time-tested investment options you need to help create lasting financial success.
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Financial advisors take advantage of Dunham’s world-class client service and asset allocation programs to simplify the portfolio management side of their practice.
For financial advisors looking to provide new mutual fund options, Dunham has the ingredients to help you create carefully engineered and well-balanced portfolios.
We offer a comprehensive selection of mutual funds designed to meet the objectives that will help you and your clients achieve your life goals. We are committed to the highest level of client service. Our mutual funds include fulcrum fees that align our sub-adviser fees with outperforming benchmarks.
LEARN ABOUT THE DUNHAM FUNDS
In addition to individual mutual funds, you may also select from our Dunham Asset Allocation Program model portfolios. By monitoring and rebalancing your selected allocations for you, we enable you to devote more time to your clients and provide higher quality service.
SEE ALL OUR SERVICES & SOLUTIONS
If your firm could benefit from offering your clients additional trust services including asset protection, charitable remainder and special needs trusts, succession planning, and more, our award-winning team at Dunham Trust Company (“Dunham Trust”) can help. Dunham Trust is an affiliate of Dunham.
VISIT THE DUNHAM TRUST SITEWe are an accessible, full service firm, providing financial advisors with concierge back-office support. With an eye toward accessibility, accountability, and fairness, we tie the compensation of our sub-advisers to the success of your investments wherever possible. We also offer marketing solutions to help them build their practice.
Dunham & Associates Investment Counsel, Inc. (“Dunham”) is a Registered Investment Adviser/Broker Dealer and Adviser to the Dunham Mutual Funds.