Secure Your Legacy, Manage Your Wealth

Dunham is a world-class trust and investment firm. We work with your financial advisor so they can provide individualized attention and personalized financial planning solutions for you. This enables you to put your focus where it belongs: On your family and your legacy.



FIND A FINANCIAL ADVISOR

30+

YEARS OF
EXPERIENCE

San Diego

EXECUTIVE
OFFICE

100%

ACCOUNTABLE
TO YOU


Serving You and Your Financial Advisor

You expect your financial advisor to put your best interests first. Through our investment options, we enable them to do just that. With an emphasis on an open and honest approach to investing, our professionals always remain accountable to you.

FIND A FINANCIAL ADVISOR

Who We Are

Dunham is a full-service firm that works directly with financial advisors to provide effective, innovative and personalized solutions for investors like you. We are active managers who watch over your investments because our responsibility is to help your financial advisor take care of your future.

Dunham & Associates Investment Counsel, Inc. (“Dunham”) is a Registered Investment Adviser/Broker Dealer and Advisor to the Dunham Mutual Funds.

EXPERIENCE THE DUNHAM DIFFERENCE

Dunham Trust Company

If you could benefit from trust services including asset protection, charitable remainder or 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