Dunham & Associates
About Dunham & Associates
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.
- 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
- 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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1 job with Dunham & Associates
The ideal candidate must be driven for success, have a great attitude, and love hitting goals. This position has a clearly defined career path and ...