Dunham Trust Company Building Relationships That Last Generations
Agency and Custody Services

We are serious about our responsibility to protect and grow your wealth and are firmly committed to providing the best possible personalized administrative services. We take a practical approach to trustee responsibility with rollover Individual Retirement Accounts (IRA), Directed IRAs, Agent for Self-Direct Trust Accounts, Investment Management Accounts and Asset Protection Trusts.

Standard Services Include:
  • Custody of assets, including unique assets
  • Recordkeeping
  • Providing end-of-year tax information summary
  • Asset management (non-financial assets, including real property)
  • Bill paying
  • Maximizing benefits of lump-sum retirement distributions
  • Diversification of investment opportunities, directed or managed
  • Asset allocation program with Dunham & Associates Securities, Inc.
  • Automatic asset allocation portfolio rebalancing
  • Smooth transition in the event of incapacity of death
  • Competitive fee schedule
  • Performance information
  • 24/7 online access to your account

The information above is general in nature and not intended as legal or tax advice. Please consult with your tax professional or attorney regarding guidance for your individual circumstances. Dunham Trust Company recommends you authorize our senior trust officers to work in tandem with your trusted financial professionals.

Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.

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