Distribution through firms' independent broker-dealer and affiliated RIAs. Dunham & Associates, a San Diego-based investment advisory, says its fee-based funds are now featured on the mutual-fund platforms of Bear Stearns, Fiserv, Pershing and Schwab.

"We are very pleased to be able to bring our products and services to the vastly expanded client base provided by our partnership with these firms," says Jeffrey Dunham Dunham's founder and president. "These marketing agreements will greatly benefit Dunham & Associates, its new partners, and most importantly, investors."

Mutual admiration

The selected Dunham funds will be available to the four firms' introducing broker-dealer customers, as well as their clients, and to independent registered investment advisors and their clients.

"Dunham Funds are an extraordinarily attractive investment option for the affluent investor, offering impressive performance and unmatched fairness in pricing through their groundbreaking performance based-fee structure," says Keith Gregg, Dunham's head of sales. "In recognizing that Dunham & Associates has something new and very special to offer, our new partners have demonstrated the vision, insight, and initiative that have made them market leaders."

Dunham, which was founded in 1985, provides fee-based investment programs to institutions, foundations and high-net-worth individuals. -FWR

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