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Dunham & Associates Customer FAQ

Top Answers & How-to Guides

What is Dunham & Associates's Phone Number?

The question we are asked most often is about how to talk to Dunham & Associates customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I transfer my current investments to Dunham & Associates?

Transferring investments to Dunham & Associates typically requires a few steps, including a transfer request form. It is...

Can I access my account online?

Dunham & Associates provides clients with online access to view account details such as balances and transaction histories....
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Services Offered

What services does Dunham & Associates offer?

Dunham & Associates offers a range of investment management and financial consulting services, including tailored investment...
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What are the fees for using Dunham & Associates' services?

Dunham & Associates has varied fees based on investment types and advisory services, including management, performance,...
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What investment options are available through Dunham & Associates?

Dunham & Associates provides a wide array of investment options, including mutual funds across different strategies like equity...
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What is Dunham & Associates' policy on tax management?

Dunham & Associates employs a comprehensive tax management strategy aimed at enhancing investment performance by minimizing tax...
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Does Dunham & Associates provide retirement planning services?

Dunham & Associates offers a variety of financial services, and retirement planning is generally included within these. This...
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Account Management

Can I transfer my current investments to Dunham & Associates?

Transferring investments to Dunham & Associates typically requires a few steps, including a transfer request form. It is...
Read more

Can I access my account online?

Dunham & Associates provides clients with online access to view account details such as balances and transaction histories....
Read more

How often can I expect to receive statements and reports?

Clients of Dunham & Associates usually receive monthly account statements that include details on performance and transactions....
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Are there any account minimums with Dunham & Associates?

Dunham & Associates does impose account minimums that vary by investment type, with private accounts reflecting their...
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Can I make changes to my investment strategy with Dunham & Associates?

Yes, clients can modify their investment strategies with Dunham & Associates according to their financial situations or...
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Investment Strategy

What is Dunham & Associates' approach to investment management?

Dunham & Associates adopts a comprehensive investment management strategy that prioritizes long-term success through tailored...
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Can I receive personalized investment advice from Dunham & Associates?

Dunham & Associates offers investment management and advisory services, but personalized advice is typically obtained through...
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What sets Dunham & Associates apart from other investment firms?

Dunham & Associates stands out from other investment firms due to its commitment to personalized investment strategies, robust...
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What is the performance history of Dunham & Associates' investment strategies?

Dunham & Associates has a range of investment strategies with performance evaluated over short and long terms across different...
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How frequently does Dunham & Associates conduct performance reviews?

Dunham & Associates usually performs performance evaluations once a year, focusing on both personal contributions and the...
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