Dunham & Associates When Performance Counts
Dunham Funds:
Performance Driven by Performance-based Fees

At Dunham & Associates Investment Counsel, Inc. we believe the fees investors pay to investment managers should be tied to the underlying performance of their funds. All of our public mutual funds operate on performance fees, also commonly known as Fulcrum Fees.*

What’s this mean for you?

Simply said, alignment of interests. Investment managers’ earnings follow how well they perform for their clients. Performance fee-based funds maybe a distinctive solution for the savvy investor seeking an alternative to the common industry practice of charging management fees regardless of whether the manager outperforms their benchmark. When the investment manager outperforms the applicable established benchmark, compensation increases. Likewise, if they underperform, they get less. Imagine that!

In Pursuit of Performance and Focused on Exceeding Expectations
The Dunham Funds comprise a proprietary family of sub-advised public mutual funds representing unique asset classes. We work with financial advisors to deliver highly-disciplined wealth management strategies combined with access to some of the industry’s top tier institutional money managers, whose expertise is typically not available to the public through other retail mutual fund platforms.

Make Dunham & Associates Investment Counsel, Inc. your performance-based choice. Ask your financial advisor how to add Dunham Funds to your portfolio now.

Carefully consider the funds’ investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund prospectus, which may be obtained by calling us at (800) 442-4358. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.

*Dunham & Associates Investment Counsel, Inc. receives a separate fixed advisory fee. Investment managers have a baseline compensation with the ability to earn more or less based upon performance. Some Sub-Advisors may receive a minimum fee regardless of whether or not the benchmark is met.

**Some Sub-Advisers receive minimum compensation regardless of whether or not an established performance benchmark is met or exceeded. Dunham & Associates Investment Counsel, Inc. serves as adviser and distributor of the Dunham Funds, and as such, receives a separate fee.

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Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer.  Member FINRA / SIPC.