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Home > Financial Services > Stock Brokers > Dunham And Associates Investment Counsel, Inc.
Dunham And Associates Investment Counsel, Inc.
Dunham And Associates Investment Counsel, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams. Dunham & Associates Investment Counsel, Inc. was founded in 1985.
Their funds offer the options of Adviser compensation using Dunham & Associates' performance-based compensation structure, or a more traditional flat-fee arrangement. Either way, your funds will be managed by a highly select group of Sub-Advisers chosen with a goal of significantly increasing your assets over time. At Dunham And Associates, where possible, they structure their programs and products to tie compensation, including that of their Sub-Advisers, to performance.
Institutional money managers typically command investors who bring $10 million to $25 million into their fund's portfolio obviously out of reach for most individual investors. But, through Dunham & Associates’ funds, you are given access to some of the most exclusive money managers in the industry. Some of whom are unavailable to the public through any other retail mutual fund platform. Each of these Sub-Advisers is carefully screened and selected for their consistency of returns above their benchmark index, continuity of management, reduced volatility, and adherence to a stated investment style.
Dunham & Associates offers exclusive alternatives for high net worth investors from proprietary institutional mutual funds to mortgage related offerings. They believe that asset allocation is the most effective way to achieve long-term growth.
Dunham & Associates Investment Counsel, Inc. is dedicated to being the best, most trusted and admired wealth management firm in America. They welcome the opportunity to partner with your firm in reaching their mutually beneficial goals. Dunham & Associates Investment Counsel, Inc. believes in building personal and lasting relationships. They specialize in helping advisors attract and retain affluent clients and look forward to assisting you grow your business.
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