In 1985, Jeffrey Dunham founded Dunham with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and Dunham Trust have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that Jeffrey envisioned more than three decades ago.
|1985||Jeffrey Dunham begins Dunham|
|1988||First Asset Allocation Program created|
|1995||Dunham passes $100 million Assets Under Management (“AUM”)|
|1999||Dunham Trust Company opens in Nevada|
|2004||Dunham Funds launch|
|2007||Dunham and Dunham Trust pass $1 billion AUM/Assets Under Administration (“AUA”)|
|2008||Dunham acquires Kelmoore Strategy Funds|
|2009||Dunham Trust acquires Adagio Trust Company|
|2014||Dunham and Dunham Trust pass $2 billion AUM/AUA|
|2015||Dunham Trust acquires Provident Trust Group’s personal trust assets|
|2015||Dunham Trust acquires Cache Bank & Trust’s trust assets|
|2019||Dunham Trust acquires Guardianship Services of Nevada, Inc.|
|2020||Dunham Trust acquires Professional Estate Administrators, LLC|
|2021||Dunham and Dunham Trust pass $3 billion AUM/AUA|
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.