The Advisor’s Choice Program
Our referral-based program for wealth managers stands out in the trust industry as the better option and a unique way for an advisor to assist their clients in the implementation and administration of a trust.
True to its name, our Advisor’s Choice Programsm gives you a choice in how you want Dunham Trust to be involved according to your needs. Choose to partner with Dunham Trust acting only as the trust administrator while you manage the investments, or choose Dunham Trust as both trust administrator and manager.
When you act as investment manager, you have smartly aligned with an "advisor friendly" trustee who honors and respects your role and value as the trust's financial advisor. When Dunham Trust acts as the investment manager, you’ll receive a perpetual 30% remainder of the trust administration fees paid.
For more information about the Advisor’s Choice Programsm, please contact Dunham Trust today.
