We design and monitor our Asset Allocation Program (AAP) model portfolios using a strategic asset allocation methodology. Our Dunham Investment Committee thoughtfully considers a range of asset classes for inclusion in each model portfolio. We focus on the long-term factors affecting portfolio growth as well as the proper risk balance for an optimized portfolio.
We like to say that our portfolio construction process involves both math and art, allowing our Dunham Investment Committee the freedom to evolve portfolios as the markets dictate. Our team uses tools such as Black-Litterman and other analytical models as part of our design process to ensure forecasted returns are meaningful and are considered within the context of recent trends.
This disciplined and strategic technique helps avoid the pitfalls associated with tactical or market timing fads.
This advisory program allows you to access and customize our core models for larger accounts. Performance-based advisory fees are available to investors who qualify.
This is a low-minimum advisory program with six core models.
This brokerage program allows financial advisors with a Series 6 or 7 license to access and customize our core allocations in their larger accounts.
This is a low-minimum brokerage program with six diversified allocations for financial advisors with a Series 6 or 7 license.