- Service Name
Dunham & Associates Investment Counsel
- Industry
Finance, Investment, Trust Services, Wealth Management
- Main Value Proposition
Dunham & Associates Investment Counsel offers comprehensive investment and trust services designed to protect and grow clients' assets while ensuring high standards of service.
- Description
Dunham & Associates Investment Counsel is a trust and investment firm that provides asset protection, administration, succession planning, and consulting services. They focus on delivering high standards of service to both financial advisors and investors.
- Key Features
Asset Protection; Succession Planning; Consulting Services; Trust Services
- Use Cases
The services are most valuable for individuals seeking asset protection, financial advisors looking for reliable investment counsel, and families planning for succession.
- Competitive advantages
Registered Investment Adviser and Broker/Dealer; Affiliated Nevada Trust Company; Comprehensive range of services including asset allocation and donor-advised funds
- Strengths
Dunham & Associates is known for its strong focus on client service, a wide array of investment and trust services, and a commitment to ethical standards.
- Positioning
Dunham & Associates positions itself as a trusted partner in investment and trust services, focusing on high standards and comprehensive solutions.
- Audience
The target users include financial advisors, individual investors, and families in need of trust and investment services.
- CTA
Hold Us to Higher Standards
- Tags
Investment Counsel
Trust Services
Asset Protection
Financial Advisory
- Tagline
Hold Us to Higher Standards
- Tone of Voice
Professional, Trustworthy, Supportive
- Differentiation
The firm differentiates itself by emphasizing a commitment to higher standards in service delivery, which is reflected in their tagline.
- Brand Positioning
The brand identity is built around trust, integrity, and a commitment to client success, appealing to those who value ethical financial management.
- Founded
1985-01-01
- Founders
Jeffrey A. Dunham