How often can I expect to receive statements and reports?

At Dunham & Associates, we strive to provide you with accurate financial statements and reports on a regular basis. You can expect to receive statements and reports on a quarterly basis. This timetable allows for a comprehensive overview of your account activity while keeping you informed about your investments without overwhelming you with excessive documentation. Additionally, we offer convenient online access to your account, enabling you to view your statements and reports at any time. We understand the importance of being well-informed about your financial status, and we are committed to delivering timely and reliable information to you. Rest assured, we are here to support you and help you make informed investment decisions.