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.
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 SITE
We 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.
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via firstname.lastname@example.org or at 800-442-4358 and we will reset your account.
We invite you to register. You will need your social security number and date of birth.
The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.