Dunham Information

Founded in 1985, Dunham began with an uncommon idea — that client fees should, in some way, be tied to the performance of their investments. Now, over four decades later, Dunham and its affiliate - Dunham Trust - continue to serve advisors and investors nationwide; overseeing billions of AUM/AUA Our core values remain the same: fairness, accountability, and alignment with the people we serve. We deliver investment solutions, trust services, and institutional-level resources that empower financial advisors and individual investors to pursue long-term goals with confidence. What We Offer: · Institutional Money Managers – Institutional-level strategies available through our suite of 15 Dunham Funds · DunhamDC – A disciplined, tactical overlay that seeks to turn market volatility into opportunity by removing emotion from investment decisions. · Trust Services – Estate, tax, and wealth transfer solutions through Dunham Trust. · Dunham Retirement Income Program (DRIP) – Investment and income strategies designed for life after work. · Dunham Easy Access Loans (DEAL) – Securities-based lending with flexible credit options. · Performance-Based Fee Structures – Aligning our success with yours through results-driven accountability. *Available to qualified clients only. · Advisor Resources – Tools and programs that help financial advisors grow their practices and serve clients more effectively. Disclosure: Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc., Trust services offered through Dunham Trust, an affiliated entity. Dunham Private Trust is the Wyoming division of Dunham Trust.