Investment Management | Strategic Dividend Growth Portfolios

"A Refreshing Perspective"

Are you tired of listening to the relentless drone of the generally negative financial media? The "buy now, sell now, repeat" chatter of market strategists? The constant warnings of an impending economic or market collapse? Good news! There is a better way to invest!

Our dividend-driven investment strategy is one of the core tenets of our investment philosophy. The fundamental premise is to provide clients with portfolios of investments in strong companies that offer the opportunity for long-term capital appreciation and a rising stream of income that outpaces inflation. These portfolios have stood the test of time and are appropriate for conservative investors with long-term investment horizons, but we believe they are worthy of owning for a lifetime and are excellent inclusion in any financial legacy.

Increasing Dividend Portfolios

Our dividend-driven investment approach keeps our clients focused on long-term objectives, not the day-to-day volatility of the market. It is appropriate for investors who want to generate long-term capital appreciation and income from their equity portfolios. Through consistent dividend growth, our goal is to help clients stay ahead of the wealth-eroding effects of inflation and keep up with the rising cost of living. The dividend growth rate of this strategy has historically eclipsed the U.S. Consumer Price Index, a common measure of inflation. Dividend growth is an important driver of total return – stock price appreciation plus income generated during the period a stock is held. We believe that compounded-investment income is a way to potentially maximize long-term total returns.