SAN DIEGO, CA / AGILITYPR.NEWS / April 16, 2026 / Redesigned logo and overhauled platforms at Dunham.com, DunhamTrust.com, and DunhamPrivateTrust.com reflect the firm's full-service evolution

Dunham & Associates Investment Counsel, Inc. ("Dunham") today announced the recent launch of a comprehensive brand refresh across its family of companies - Dunham, Dunham Trust, and Dunham Private Trust - including a redesigned logo, updated visual identity, and fully overhauled websites at Dunham.com, DunhamTrust.com, and DunhamPrivateTrust.com.

The rebrand marks the completion of a long-term vision — three distinct platforms, one unified firm. Dunham brings 40 years of institutional investment management to independent advisors nationwide. Dunham Trust extends that expertise into full-service trust administration and planning, and Dunham Private Trust rounds out the continuum with access to Wyoming's favorable trust laws — a combination few firms in the independent space can match.

Each platform has been rebuilt around how advisors and their clients actually work. Advisors can now access Dunham's model portfolio and direct indexing capabilities through a redesigned DunhamDC page, explore the full mutual fund lineup with enhanced fund-level detail, and move through each site with a cleaner, faster experience. The mobile-first design ensures everything translates across every device — at the office or in a client meeting.

"This rebrand is not cosmetic," said Ryan Dykmans, CFA, President and Chief Investment Officer at Dunham. "It reflects who we are today — a firm that has grown significantly while staying true to the conviction we were founded on. The new identity, across all three platforms, makes that story visible in a way that matches the experience advisors and clients already know."

"Legacy and estate planning is often the most personal and daunting decision a family will make," said Ann Rosevear, President & Chief Trust Officer of Dunham Trust. "Our refreshed platforms — and the unified brand behind them — make it clearer than ever that advisors and their clients have a full suite of solutions under one roof, backed by decades of institutional expertise."

ABOUT DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

Dunham & Associates Investment Counsel, Inc. is a San Diego-based Registered Investment Adviser and Broker/Dealer with more than 40 years of experience serving independent financial advisors and Registered Investment Advisers (RIAs). The firm's turnkey asset management platform (TAMP) provides access to institutional investment management, trust services through Dunham Trust, Wyoming-based private trust solutions through Dunham Private Trust, and a suite of proprietary mutual funds — all backed by a performance-aligned, fulcrum-fee model. To learn more, visit www.Dunham.com.

Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.

Trust services offered through Dunham Trust, an affiliated Nevada Trust Company. Dunham Private Trust is the Wyoming division of Dunham Trust.