Pershing LLC, a subsidiary of The Bank of New York Company, Inc., has added Dunham & Associates Investment Counsel, Inc. to FundVest, Pershing”s no-transaction-fee mutual fund platform.
Pershing”s FundVest mutual fund platform offers investors access to more than 1,800 mutual funds, managed by over 160 fund companies. Through FundVest, investors can buy, sell or exchange an array of load and no-load mutual funds without incurring regular transaction fees.
Dunham & Associates” funds are available to Pershing”s introducing broker-dealer customers and the clients they serve, and to independent registered investment advisors and their clients through Pershing”s affiliate, Pershing Advisor Solutions LLC.
“FundVest is one of the most comprehensive no-transaction fee mutual fund platforms in the industry,” says Keith E. Gregg, the chief sales and marketing officer of Dunham & Associates Investment Counsel, Inc. “We are pleased to work closely with Pershing and look forward to offering our funds to a broad array of investment professionals.”
“We are committed to adding additional fund companies and mutual funds to our FundVest platform and will continue to provide our customers with a broad array of industry-leading products, services and solutions to help them grow their businesses and enhance their competitive positioning,” adds Ron Fiske, the managing director of the product management and development group at Pershing.