Dividend Strategies

The power of dividends as a time-tested investment techniques is well-established. Dividend-paying firms have outperformed non-dividend paying companies over long-time periods while also helping to dampen volatility and offset inflation.

But performance of dividend strategies can vary widely across different market and economic cycles. Therefore, diversification is very important when making equity income a key component on long-term portfolios and retirement income planning solutions. 

That’s why we have designed a suite of separately managed account strategies to capture all three major styles of dividend investing:

When used in concert, our dividend strategies enhance diversification while allowing financial advisors to showcase their unique value proposition in crafting custom allocations.


Dividend Growth

Dividend Value

Dividend Value

Dividend Income

For more information on our investment strategies, including performance factsheets and additional marketing materials, please contact us.

There is no guarantee that any strategy will be successful in reaching its objectives, please consult disclosures for additional Information