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MFWire: Dunham Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Dunham & Associates Investment Counsel
10251 Vista Sorrento Parkway
Suite 200
San Diego, CA  92121
Google Maps

Contact
Main Phone: 858-964-0500
Web Site: http://www.dunham.com/

Mutual Fund Brand(s)
Dunham Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Jeffrey Dunham founded Dunham & Associates in 1985 and launched the family's first mutual fund in 2004. The firm's model was to hire institutional sub-advisors for all of its funds and compensate those sub-advisors based on their ability to outperform their benchmark. Dunham accomplishes this alignment on its mutual funds through the use of fulcrum fees.

    Initially, Dunham focused geographically on affluent investors in Southern California, but since the 1990s with the launch of its mutual funds it has expanded its distribution nationally.

    Dunham also offers a mutual fund wrap program to financial advisors that allows the advisor to choose to charge fees only when their client makes money.

    Kelmoore Acquisition
    Dunham purchased the Kelmoore Funds in 2008. In September 2008 the Kelmoore Strategy, Kelmoore Strategy Eagle and Kelmoore Strategy Liberty Funds were converted into shares of the Dunham Monthly Distribution Fund.
    Sponsored Opportunities



    Key People:
    Jeffrey Dunham
    President and Chief Executive Officer, Dunham & Associates Investment Counsel
    Sal Capizzi
    Chief Sales & Marketing Officer, Dunham & Associates
    Denise Iverson
    Chief Financial Officer, Dunham & Associates Investment Counsel
    Tamara Wendoll
    Chief Operating Officer, Dunham & Associates Investment Counsel
    James Kearny
    Chief Compliance Officer, Dunham & Associates Investment Counsel
    Story Archive for Dunham & Associates Investment Counsel
    Published On Story Headline Publication
    7/24/2017 Filings for Fundsters - July 24, 2017 MFWire.com
    5/5/2017 Filings for Fundsters - May 5, 2017 MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    1/13/2017 Filings for Fundsters - January 13, 2017 MFWire.com
    9/29/2016 Filings for Fundsters - September 29, 2016 MFWire.com
    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
    7/2/2013 Dunham Adjusts a Fund Fee MFWire.com
    12/10/2009 A California Fund Firm Leaves the Door Open for More Acquisitions MFWire.com
     News Archives
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