General Info

Founded in 1985, Dunham & Associates Investment Counsel is a private wealth management firm. It provides access to performance-based mutual funds. The company offers portfolio construction and management services. It provides online wealth management tools and customizable sales and marketing materials. Dunham & Associates Investment Counsel also offers ongoing portfolio review and rebalancing and due diligence services. The company additionally provides access to institutional money management and personalized asset allocation strategies. Its affiliate, Dunham Trust Company, offers traditional trust services, including asset protection, administration, probate services, succession planning and charitable giving. Dunham & Associates Investment Counsel is located in San Diego.