Dividend Growth Strategy

The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach to provide clients with a diversified portfolio of businesses with a primary focus on a competitive current yield and growing dividend income.  The management team employs a consistent buy-and-sell discipline based on core business fundamentals such as: valuation, cash flow generation, long-term growth opportunity, and dividend policy. The strategy can invest in U.S. publicly traded equities including common stocks, American Depositary Receipts (ADRs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), and Business Development Corporations (BDCs).

Available with or without K-1 generating partnerships.

Strategy Leaders: Steven F. Shepich, CFA®, CPA & Nancy Tengler
Strategy Team Member:
David Jeffress

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