Profil
Mr. Jeffrey A. Dunham is a Founder, Chairman & Chief Executive Officer at Dunham Trust Co., and at Dunham & Associates Investment Counsel, Inc., a Director & Manager at 4073 Philips Hwy LLC and a President at Dunham Funds.
He is on the Board of Directors at 4073 Philips Hwy LLC.
He earned a B.S.
degree in Business Administration with an emphasis in Finance from San Diego State University.
Postes actifs de Jeffrey Alan Dunham
| Sociétés | Poste | Début |
|---|---|---|
Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance DAIC’s asset allocation process seeks to optimize returns by allocating funds among different asset classes given various levels of risk tolerance. The investment process relies upon analysis of global, fundamental macroeconomic data (central bank decision-making, fixed income credit spreads, industrial output, etc.) and asset class risk-frontier research. The theory behind asset allocation is that diversification among asset classes can help reduce volatility over the long-term. DAIC’s investment committee primarily decides the quarterly rebalancing of asset class-based strategic allocations, while the day-to-day investment decision-making within each mutual fund is left at the discretion of the Dunham Funds’ sub-advisers. | Directeur Général | 01/01/1985 |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Profile Unavailable | Directeur Général | 01/08/1999 |
Dunham Funds
Dunham Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | President | 12/01/2010 |
4073 Philips Hwy LLC
4073 Philips Hwy LLC Real Estate DevelopmentFinance Provides commercial real estate services | Directeur/Membre du Conseil | - |
Formation de Jeffrey Alan Dunham
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. Investment ManagersFinance DAIC’s asset allocation process seeks to optimize returns by allocating funds among different asset classes given various levels of risk tolerance. The investment process relies upon analysis of global, fundamental macroeconomic data (central bank decision-making, fixed income credit spreads, industrial output, etc.) and asset class risk-frontier research. The theory behind asset allocation is that diversification among asset classes can help reduce volatility over the long-term. DAIC’s investment committee primarily decides the quarterly rebalancing of asset class-based strategic allocations, while the day-to-day investment decision-making within each mutual fund is left at the discretion of the Dunham Funds’ sub-advisers. | Finance |
Dunham Funds
Dunham Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
San Diego State University
San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Profile Unavailable | Finance |
4073 Philips Hwy LLC
4073 Philips Hwy LLC Real Estate DevelopmentFinance Provides commercial real estate services | Finance |
















