Can I make changes to my investment strategy with Dunham & Associates?

Dunham & Associates offers a range of investment strategies tailored to individual client needs and goals. Clients typically have the ability to adjust their investment strategies based on their changing financial situation, market conditions, or personal preferences. It is essential for clients to communicate their desired changes with their financial advisor or investment representative at Dunham. Advisors can provide insights on the potential impact of any modifications and help structure a revised strategy that aligns with the client’s objectives. Clients are encouraged to review their investment performance periodically and discuss any necessary adjustments in strategy. This proactive approach can help in navigating market volatility and ensuring that the investment plan remains aligned with changing life circumstances or financial goals. For specific details on how to initiate changes or to inquire about any particular aspects of the investment process, it may be helpful to consult the current web page for further information and relevant contact details.