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The Financial Advisor

Many professional financial advisors find Dividend Assets Capital to be a sound component in the client portfolio and a supportive resource in formulating strategies to achieve their clients’ aims and aspirations.

We work closely with financial advisors to help construct tailored investment portfolios that are responsive to their clients’ goals and desires.

Many find that the balance of overall return with reduced volatility make a DAC strategy one of the key components among the assets they recommend.

We work personally to cultivate mutually rewarding relationships with professional financial advisors, and we offer model portfolio illustrations, for presentation purposes, upon request.

 

Core Strategies

The bases for customized portfolios

Master Limited Partnership

Equity Strategy

Equity Income Strategy

MLP

Investments for our MLP Portfolios are generally Midstream Energy MLPs, offering the potential for greater diversification in an overall investment strategy than in traditional stocks and bonds. In selecting MLPs, we assess the growth of the distributions, geographic footprint, credit quality, the fundamentals of the business, and the value a business places on security.

Click Here To View Our MLP Strategy

Equity Strategy

Investments for our Equity Portfolios are selected across many industries and sectors, favoring companies in a growing global economy. While the majority are large companies, we also offer diversification among small and midsize companies. Each portfolio is constructed to help meet your objectives, which may include greater income, tax consideration, and risk tolerance.

Click Here To View Our Equity Strategy

Equity Income Strategy

Investments for our Equity Income Portfolios are selected across many industries and sectors, including Master Limited Partnerships (MLPs) that offer investors the potential for higher income, distribution growth, and capital appreciation than traditional sources during environments with challenging yields. Each portfolio is constructed to help meet your objectives, which may include asset growth, greater income, tax considerations, and risk tolerance.

Click Here To View Our Equity Income Strategy