Dunham & Associates When Performance Counts
Welcome to Dunham & Associates

When we opened our doors in 1985, my aim was to create a wealth management firm with a unique approach to doing business that helps align the interests of investors and investment advisers by tying the fees clients pay to the performance of their funds.

Our vision is as vibrant as ever, with all of our multi-class, institutionally sub-advised public mutual funds operating 100 percent on performance based fees, also known as Fulcrum Fees.

Outstanding results typically originate in exceptional ideas and execution. True to our roots, we continue to evolve as a company committed to financial advisors in helping their clients work toward achieving their financial goals.

The Dunham Institute encompasses an extensive range of proprietary benefits for financial advisors, including training and education, practice management tools, business development resources, quarterly webinars, and more. I encourage you to explore all that Dunham offers.

At Dunham & Associates Investment Counsel, Inc., we’re committed to being the best, most trusted and admired wealth management firm in the industry. We look forward to achieving great things with you.

Thank you for visiting,
Jeffrey A. Dunham

Investors should consider the investment objectives, risk factors, charges, and expenses of the Dunham Funds carefully before investing. This and other important information is contained in the Fund's summary prospectus and/or prospectus, which may be obtained by contacting your financial advisor, or by calling toll free (800) 442-4358. Please read prospectus materials carefully before investing or sending money. Investing involves risk, including possible loss of principal.

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