Dividend Strategy Info

Dividend Strategy Guide 3.31.2021
Dividend Strategy Fact Sheet 3.31.2021
Dividend Strategy Scorecard 3.31.2021

What’s different?  A “forward looking” selection process, direct access to Portfolio Managers, possibility for high levels of customization and low manager fees.

Dividend strategies continue to grow in popularity due to many factors in the macro environment: aging demographic seeking income, heightened risk aversion and low interest rates on fixed income securities. Dividend oriented stocks may offer a higher current yield than many fixed income securities. Our strategy not only focuses on companies with high paying dividends, but companies with potential to grow these dividends over time. Dividend strategies may prove to be less volatile during bear markets yet still may provide attractive inflation protection and real total returns in bull markets. Our Dividend Growth Strategy can work in client portfolios in several different ways depending on the allocation of assets.

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