Dividend Growth & Income | Separately Managed Account
The Dividend Growth and Income SMA strategy seeks dividend income from a portfolio of 33 individual stock with capital appreciation being a secondary objective. The portfolio takes a disciplined approach to select stocks based on the dividend history, ability to raise the dividend, and opportunity for growth.
Strategy Highlights
Seeks current income and capital appreciation through investing in dividend paying U.S. companies.
Diversification across multiple companies and sectors.
Active management of SMA focused on mitigating downside risk of individual companies.