How frequently does Dunham & Associates conduct performance reviews?
Asked 5 months ago
Dunham & Associates typically conducts performance reviews on an annual basis. This process is integral to helping ensure that the firm’s investment strategies and client approaches are both effective and aligned with the firm’s objectives. Performance reviews often assess not only individual contributions but also the overall performance of various funds and investment portfolios managed by the firm. Additionally, these reviews can involve evaluating market conditions and the effectiveness of investment tactics used throughout the year. While the specifics may vary or be updated, it is advisable for those seeking the most current information regarding performance reviews to consult the Dunham & Associates website for the latest details and updates.
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