Dunham & Associates

Investment ManagementCalifornia, United States51-200 Employees

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:

Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc., a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC Trust services offered through Dunham Trust, an affiliated Nevada Trust Company.

Dunham reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham will not accept purchase or sale orders via LinkedIn or its messaging systems. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/.

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