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We are serious about our responsibility to protect and grow your
wealth and are firmly committed to providing the best possible
personalized administrative services. We take a practical approach
to trustee responsibility with rollover Individual Retirement
Accounts (IRA), Directed IRAs, Agent for Self-Direct Trust Accounts,
Investment Management Accounts and Asset Protection Trusts.
Standard Services Include:
- Custody of assets, including unique assets
- Recordkeeping
- Providing end-of-year tax information summary
- Asset management (non-financial assets, including real property)
- Bill paying
- Maximizing benefits of lump-sum retirement distributions
- Diversification of investment opportunities, directed or managed
- Asset allocation program with Dunham & Associates Securities, Inc.
- Automatic asset allocation portfolio rebalancing
- Smooth transition in the event of incapacity of death
- Competitive fee schedule
- Performance information
- 24/7 online access to your account
The information above is general in nature and not intended as legal or tax advice. Please consult with
your tax professional or attorney regarding guidance for your individual
circumstances. Dunham Trust Company recommends you authorize our senior
trust officers to work in tandem with your trusted financial professionals.
Such trusts are used to develop a vehicle for donations to a favorite charity,
which also allows for the reduction of income taxes through a charitable deduction
and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.
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