This is a program designed especially with Smartvestors in mind. With this exclusive program we partnered with Dunham Investment Management to deliver a truly unique experience in the world of investing.
At the core is Dunham's Fulcrum Fee program. This program uses "proven" sub-advisors to manage the various aspects of the portfolio. All sub-advisors are compensated with performance based fees so that their interests are closely aligned with yours.
In addition the following features help to keep the costs down, and your dollars growing like they are supposed to: