For clients using our wealth management services, we assemble a portfolio of low-cost mutual funds or exchange-traded funds based on the needs and risk profile of the individual client. Keeping costs low has a major benefit to long-term performance.
Dividend Growth Portfolio
Our dividend growth portfolio is designed for clients that are interested in a growing stream of income in their portfolio, which helps combat inflation that erodes many investments over time.
This portfolio is comprised of 25 to 50 stocks that have a history of increasing their dividend payments on an annual basis. Beyond dividend growth, we seek companies that are on sound financial footing, have an attractive profitability profile, generate substantial free cash flow, and are well positioned competitively in their industry. We attempt to initiate our positions opportunistically when we believe they are undervalued in the public market.