On February 13, 2024, this key milestone was achieved and is a clear testament to Dunham’s position as one of the industry’s foremost growing wealth management and trust providers.
SAN DIEGO, Feb. 22, 2024 /7Newswire — On February 13, 2024, Dunham & Associates Investment Counsel, Inc. together with Dunham Trust Company (collectively “Dunham”), a trusted entity in the financial industry, announces a historic milestone—the achievement of a total of $5 billion in combined assets under management (AUM) and assets under administration (AUA).
This accolade underscores Dunham’s commitment to excellence in wealth management and trust services.
Since its inception in 1985, Dunham has prioritized client-centric practices to grow AUM and AUA. The firm believes that its innovative ways of charging fees create fairness and accountability for its clients.
Partnering with financial advisors, Dunham offers a comprehensive range of services, including asset management, an advisory platform, and trust services through Dunham Trust Company, which celebrates its 25th anniversary in 2024.
Jeffrey A. Dunham, Founder and CEO of Dunham and Dunham Trust Company, expressed excitement about this milestone: “Surpassing $5 billion in assets under management and administration is a testament to the dedication of our growing team and the trust of our valued clients. We remain committed to delivering innovative investment solutions, personalized service, and guidance to help our financial advisors and their clients achieve their long-term financial goals.”
For more information about Dunham and its services, please visit www.dunham.com
About Dunham & Associates
Dunham & Associates Investment Counsel, Inc. is an accessible, full-service wealth and trust management firm which has been challenging the industry’s thinking for nearly four decades. The company’s differentiated investment strategies and approaches are designed to strengthen the investment process with the goal of securing the best possible outcomes.
Financial advisors can utilize Dunham’s client service and asset allocation programs to help optimize their practice. The firm’s innovative approach to fees promotes the firm’s commitment to accessibility, accountability, and fairness.
To learn more, please visit https://www.dunham.com/.
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/ Dealer. Member FINRA/ SIPC. Trust services offered through Dunham Trust Company, an affiliated Nevada Trust Company.
Media Contact
JConnelly for Dunham & Associates
dunham@jconnelly.com
SOURCE Dunham & Associates Investment Counsel, Inc.
