Dunham Family

A Firm Rooted in Expertise and Client Service

For over three decades, Dunham & Associates Investment Counsel, Inc. has served as a trusted advisor to individuals and institutions seeking comprehensive financial guidance and investment management services. We take pride in building personalized relationships, understanding our clients' unique goals, and delivering customized solutions to meet their financial needs.

Our Commitment

Our team of experienced professionals is dedicated to:

• Providing personalized investment and financial planning: We work closely with clients to create tailored plans that align with their financial goals, risk tolerance, and circumstances.
• Transparently communicating: We prioritize clear and open communication, ensuring clients are always informed and involved in the process.
• Demonstrating exceptional client service: We value client relationships and prioritize responsive, personalized service every step of the way.

What We Do

Dunham & Associates offers a comprehensive range of services to meet diverse financial needs, including:

Investment Management

• Portfolio management for individuals and institutions
• Custom tailored asset allocation strategies
• Research-driven security selection and analysis
• Performance reporting and review

Wealth Management

• Comprehensive financial planning and goal setting
• Retirement planning and analysis
• Estate planning and trust services

Compliance and Administration

• Transfer agency services
• Account management and maintenance
• Regulatory compliance and reporting

Our Expertise

Our team comprises experienced professionals with diverse expertise in:

• Investment analysis and portfolio management
• Financial planning and wealth management
• Compliance and regulatory matters
• Information technology and cybersecurity
• Operations management and client service

Leaders in the Industry

Our leadership team brings extensive industry experience and a proven track record of success to Dunham & Associates. Their expertise and vision guide our commitment to providing exceptional client service, innovative solutions, and continuous value creation.