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Dunham & Associates

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Not Recommended as an investment or a job. - Anonymous employee Dunham & Associates Employee Review

1.0
Jun 8, 2017
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Its a job, but not much else.

Cons

Products and Services are below average. High employee turnover despite what management says Products are sold based on a gimic (performance based fees) rather then a benefit to the end client. Sales leadership is more like the manager of a used car lot. Fees on the funds are extremely high (just look on Morningstar) even when the fulcrum fee (performance fee structure) is at the lowest level meaning the fund has underperformed. Marketing material is dated in both looks and content. Sales leadership refuses to show relative performance (fund performance vs, a benchmark) because the performance is less than stellar, Showing relative performance is an industry standard. Dunham would rather hide their poor performance. Firm is talking up a new technology platform which is not unique and is actually used by one of its main competitors. So instead of putting Dunham ahead of the game they are only putting the firm on par with competitors who have had the technology for years. CEO wears horrible suits. Sales leadership constantly uses misleading statements when describing Dunham and their products. Probably because of the poor performance and their effort to hide this. Dunham is constantly out-classed by its competitors in both performance, marketing, and relationships with broker/dealers.

Explore other reviews about Dunham & Associates

5.0
Mar 2, 2026
Recommend
CEO approval
Business Outlook

Pros

One of the biggest advantages of the role is the unique exposure you get to nearly every asset class, including equities, fixed income, alternatives, and multi-asset strategies. This has significantly accelerated my investment knowledge and broadened my understanding beyond a siloed position. I also benefit from a smaller firm structure where I get direct access to executive leadership, which provides mentorship, visibility, and a clearer pathway to increased responsibility within the firm. In addition, I get to work closely with world-class portfolio managers, which has strengthened my manager due diligence skills and given me insight into professional portfolio construction that many early-career professionals do not experience.

Cons

Promotion and title progression do not come easy, which ultimately builds credibility but can feel slow in the short term. I would also add that hybrid flexibility is limited to one department and in my opinion, should be either available to everyone or not at all.

4.0
Mar 20, 2026
Recommend
CEO approval
Business Outlook

Pros

Dunham is a great place to start your career in the financial services industry. Leadership is very engaged and C level is full of smart individuals. Ryan, Helmut, and Sal are experienced and capable leaders who offer great mentorship and knowledge. size of firm enables lower level employees to voice their opinion. Lunch and breakfast are catered several times a month, and they make it a point to celebrate birthdays. office atmosphere is generally good.

Cons

PTO accrues very slowly for first few years. Compensation structure is too dependent on bonus and salary’s aren’t great. Against any remote work for most employees but ceo travels world working remotely and allows only specific groups to work remote ? 401k match isn’t up to par with industry standards and only benefits highest paid employees.

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