Registered Investment Adviser/Broker Dealer
In 1985, Jeffrey Dunham founded Dunham 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 Dunham Trust have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that Jeffrey envisioned more than three decades ago.
We are an accessible, full service firm, providing financial advisors with concierge back-office support. With an eye toward accessibility, accountability, and fairness, we tie the compensation of our sub-advisers to the success of your investments wherever possible. We also offer marketing solutions to help them build their practice.
Dunham Funds offer a comprehensive selection of mutual funds designed to meet the objectives that will help you achieve your life goals. We are committed to the highest level of client service. Our mutual funds include fulcrum fees that align our sub-adviser fees with outperforming benchmarks.