Dunham Trust Services
Asset Allocation Program
We serve financial advisors on a first-name basis. There is no automated call center; only an accessible and accountable service team who know you by name.
We provide the back-office support and services you need to deepen existing relationships and develop new ones.
We help you differentiate yourself from the competition by providing the ability to work with Dunham Trust, a trust company that caters specifically to advisors.
We hold our sub-advisers accountable to outperform their benchmarks by tying their management fees to fund performance.
We offer performance-based advisory fees for investors who qualify.