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The Private Investor

The objectives of private investors are often supported by the positive overall performance of consistently paying dividends. We tailor portfolios to our clients’ desires for wealth preservation, capital appreciation, and legacy.

Understanding the particular aims and desires of the private investor calls for a cycle rather than an event. We engage in dialogue to define and articulate the investor’s own unique goals, then we research carefully to develop an asset allocation that is responsive to those goals.

Even after implementing those recommendations, Dividend Assets Capital’s portfolio managers continue to monitor and adjust portfolios always with transparent and frequent communication.

 

Core Strategies

The bases for customized portfolios

Master Limited Partnership

Equity Strategy

Equity Income Strategy

Enhanced Yield 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

Enhanced Yield Strategy

Investments for our Enhanced Yield Equity Portfolio are selected across many industries and sectors, favoring companies with both higher than average yields and dividend growth. 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 Enhanced Yield Strategy

Private portfolio management services include:

  • Equity Only Portfolios
  • Equity Income Portfolios
  • Customized Portfolios
  • MLP Only Portfolios
  • Higher Yield Equities Portfolios

These portfolios are managed according to the 3-D method of investing and employ strict criteria for stock selection. The portfolio characteristics presented in the DAC Equity Only and Equity Income Portfolios are representative and are not specific to any individual portfolio. Individual portfolios may vary.

DAC also provides portfolio management services to private investors seeking customized portfolios to meet their individual financial needs such as wealth management, income planning, estate transfers, family foundations, etc.

DAC is committed to meeting the needs of its clients. After determining the appropriate investment strategy with a new client, we coordinate all of the administrative paperwork required to open the account. Our experienced personnel provide one-on-one assistance to facilitate the entire process. We are available in-person, by phone or email to answer any questions that arise. Building the relationship with our clients is as important as building our clients’ portfolios. We believe that proactive client support and active portfolio management combine to create successful, long-term partnerships.

There may be additional costs and fees associated with these investment services.