Dunham & Associates

About Dunham & Associates

Firm Overview

Founded in 1985, Dunham & Associates Investment Counsel, Inc. is a private wealth management firm, Registered Investment Adviser and Broker/Dealer. We feature a family of public mutual funds with performance-based Sub-Adviser compensation, also commonly known as fulcrum fees. Allocation portfolios are available individually or as part of a turnkey asset management program. 

As an affiliate, Dunham Trust Company offers traditional trust services including asset protection, administration, probate services, succession planning and charitable giving, to name a few of its services. 

Dunham & Associates is driven by performance and we believe client fees should be tied to returns measured against applicable benchmarks. That’s why we tie the compensation of our Sub-Advisers and ourselves to the success of your investments wherever possible.* 

We bring together some of the industry’s most prominent institutional money managers to manage our Sub-Advised mutual funds. 

Advisor Benefits

  • Access to an integrated platform of performance-based mutual funds
  • Portfolio construction and implementation
  • Ongoing portfolio management and due diligence
  • Online wealth management tools
  • Customizable sales and marketing materials
  • Exclusive education training, practice management tools, and business development resources through the Dunham Institute

Investor Benefits

  • Personalized asset allocation strategies
  • Access to high-caliber institutional money management
  • In-depth investment proposals
  • Continuous due diligence
  • Ongoing portfolio review and rebalancing
  • Online account access and performance reporting
  • Performance fee based investment solution

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