About Dunham
In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded 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 its affiliate Dunham Trust Company (“DTC”) have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that the firm was founded on more than three decades ago.
Important Disclosure: Dunham & Associates Investment Counsel Inc., reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham & Associates Investment Counsel Inc. will not accept purchase or sale orders via LinkedIn or its messaging systems. Dunham & Associates Investment Counsel Inc. is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/.
Dunham & Associates Investment Counsel, Inc. offers access to trust services through Dunham Trust Company, an affiliate of Dunham.
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC.
Third-party posts found on this profile/page do not reflect the views of Dunham & Associates Investment Counsel, Inc. (“DAIC”). They have not been reviewed by DAIC as to accuracy or completeness.
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51-200 employees
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Financial Services
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(858) 964 - 0500
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6256 Greenwich Dr, Ste. 550, San Diego, California 92122, US
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1985
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Financial Services, Asset Allocation, Mutual Funds, Trust Services
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Dunham Alternatives
Frequently Asked Questions about Dunham
The decision makers in Dunham are Amy Gallego, Brandon Wilson, Carrie Hubbell, etc. Click to Find Dunham decision makers emails.
Dunham offers a range of financial services including investment management, asset allocation strategies, mutual fund solutions, and trust services. Their approach is designed to align client interests with performance, ensuring that fees are tied to the success of the investments.
Dunham employs a unique fee structure where the fees clients pay are directly linked to the performance of their investments. This means that clients only pay fees when their investments perform well, fostering a partnership approach that prioritizes client success.
Dunham serves a diverse range of industries including individual investors, financial advisors, institutions, and retirement plans. Their tailored solutions cater to the specific needs of each sector, ensuring that clients receive the most relevant and effective financial strategies.
Asset allocation is the process of distributing investments across various asset classes to optimize risk and return. Dunham utilizes a strategic asset allocation model that considers market conditions, client goals, and risk tolerance to create a balanced portfolio aimed at achieving long-term financial objectives.
Yes, investors can access Dunham's mutual funds directly through various platforms. Additionally, financial advisors can also facilitate investments in these funds, providing clients with professional guidance tailored to their financial goals.
Trust services involve managing assets on behalf of clients, ensuring that their financial wishes are honored. Dunham offers comprehensive trust services that include estate planning, asset management, and fiduciary services, helping clients navigate the complexities of wealth management and legacy planning.
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