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Portfolio > Mutual Funds

Schwab Taps Dunham Funds

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Dunham & Associates Investment Counsel, Inc. has announced that its family of asset class mutual funds with performance-based sub-adviser compensation has been added to the Schwab Mutual Fund OneSource(R) service. The Dunham Funds are now available to independent registered investment advisors and their clients at Charles Schwab & Co. Inc. The Schwab Mutual Fund OneSource(R) service enables individuals to invest in no-load, no-transaction fee mutual funds.

“We are very pleased to make our products and services available to an important part of the Charles Schwab client base,” Jeffrey A. Dunham, founder and president of Dunham & Associates, said. “The Schwab Mutual Fund OneSource(R) service exemplifies the quality relationships we look for as we augment our opportunities to serve advisors and investors.”

Dunham & Associates Investment Counsel, Inc. offers an innovative family of investment products and services for affluent and high net-worth investors. “We’re founded on the belief that the traditional method of charging fees to investors regardless of performance is inherently unfair,” Dunham said. “We believe our clients are happy to pay for advice and management that helps their investments grow. That’s why, wherever possible, we’ve structured our programs and products to tie sub-adviser and our own compensation to the performance of client portfolios.”

“It’s very exciting to be working with a company like Charles Schwab,” Keith E. Gregg, Dunham & Associates chief sales and marketing officer, said. “We believe the Dunham Funds offer affluent investors an attractive investment option and we look forward to making them available to a wide range of investment professionals and their clients via the Schwab Mutual Fund OneSource(R) service.”

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