institutional-buildings

The Institutional Investor

The goals and investment policies of many institutional investors are served well by Dividends Assets Capital’s focus, consistency, transparency, and soundness of philosophy, as well as our reliable infrastructure and processes.

Our devotion to DAC’s original investment philosophy and the value it tends to reveal are backed by three generations of experience in the markets and the perspective that those various career horizons reveal.

Systems and infrastructure are carefully curated to make our brand of success repeatable. They enable us to focus, communicate, and serve the demanding environment of corporations, employee retirement plans, endowments, foundations, wealth management platforms, and all kinds of institutional investment policies.

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.

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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.

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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