Dividend Investments

THE WHAT

DIVIDEND-FOCUSED INVESTING

Our equity strategy is focused on investments in companies that we believe Рby virtue of their business models, balance sheets and management teams Рhave the ability and willingness to pay shareholders a growing stream of dividend income over time. In addition to the dividend component of total return, we seek capital appreciation by investing in what we believe to be reasonably valued companies with the ability to grow earnings and free cash flow over the long run.

THE WHY

Why Dividends?

Our investment philosophy is built around two key tenets. First, our experience tells us that the chief need of the retiree is an income stream that has the potential to grow over time. Secondly, and just as importantly, we believe history demonstrates that one of the best ways to accumulate wealth has been by owning the stocks of great businesses over a long period of time. To marry these two beliefs, we pursue an investment strategy focused on investments in companies that pay a dividend, have the ability and willingness to increase their dividends, and have businesses with the potential to grow in value over time. It’s that simple.

Our experience tells us that the chief need of the typical retiree is an income stream that has the potential to grow over time

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THE HOW

OUR PORTFOLIOS

The equity component of our clients’ portfolios generally consists of 20-30 direct investments in companies from various¬†industries, each of which pays a dividend. Some holdings pay a higher initial dividend with lower dividend-growth potential, while others pay a lower initial dividend but we believe have higher dividend-growth potential. Our goal throughout is to build a portfolio of companies that have the ability to pay our clients a sustainable, growing stream of dividend income over time. We balance this equity allocation with an allocation to bonds and cash to meet our clients’ liquidity needs.

EXPLORING YOUR OPTIONS

IS DIVIDEND-FOCUSED INVESTING THE ONLY WAY?

Absolutely not. We’re the first to admit that there are many, many ways to be a successful investor. We’ve chosen to pursue a dividend-focused strategy because we believe it’s effective and because clients seem to intuitively understand the concept behind it. This allows them to stay the course, which we believe is crucial to long-term investment success. Certainly some would find our strategy boring or overly simple, and we’re okay with that. We’re not for everyone. But if our strategy does make sense to you, we invite you to reach out, so we can begin a discussion.

READY TO GET STARTED?

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