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.
Dunham Timeline| 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 |
| 2022 | Dunham and Dunham Trust pass $4 billion AUM/AUA |
| 2022 | Dunham launches Insured Deposit Marketplace (“IDM”): $50M of FDIC insurance cash deposit account |
| 2023 | Dunham launches Dunham Easy Access Loan (“DEAL”) – offering 65% Line of Credit for clients |
| 2023 | Dunham moves to New Headquarters in San Diego |
| 2023 | Dunham Trust announces Wyoming Private Trust |
| 2024 | DTC Celebrates its 25th Anniversary |
| 2024 | Dunham and Dunham Trust pass $5 billion AUM/AUA |
| 2024 | Dunham launches DunhamDC, an investment program that Buys Fear and Sells Greed |