WHO WE ARE

An independent, employee owned wealth advisor specializing in high quality companies with a history of consistently increasing dividends. Built on a pioneering legacy, our goal is straightforward: achieve our clients desired outcomes through investments that provide sustainable and rising income with long-term capital appreciation. We partner with successful families, advisors and institutions delivering tailored services that adhere to fiduciary principles to provide clarity, simplicity, and devotion.

WHO WE ARE

An independent, employee owned wealth advisor specializing in high quality companies with a history of consistently increasing dividends. Built on a pioneering legacy, our goal is straightforward: achieve our clients desired outcomes through investments that provide sustainable and rising income with long-term capital appreciation. We partner with successful families, advisors and institutions delivering tailored services that adhere to fiduciary principles to provide clarity, simplicity, and devotion.

The objectives of our clients who are Individuals & Families are often met by the positive, overall performance of consistently paying dividends. We tailor portfolios to our clients' desires for wealth preservation, capital appreciation, and legacy.

Many professional financial advisors find DAC to be a sound component in clients' portfolios and a supportive resource in formulating strategies to achieve their clients' aims and aspirations.

Individuals & Families

private-investor

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

Financial Professionals

financial-advisor

Many professional financial advisors find DAC to be a sound component in clients' portfolios and a supportive resource in formulating strategies to achieve their clients' aims and aspirations.

 

Our Perspective

  • Susie Wang

    “Getting the most of a dividend-driven investment strategy requires looking beyond stocks with the highest yields, which could be a value trap.   Additionally, dividend cuts are a one-time phenomenon; dividend increase with sustainable power and long-term record are key.”

    Susie Wang
    CO-Chief Investment Officer, Director of Investment Strategies and Portfolio Manager
  • Tom Cameron

    "The market goes up and down over time.  Our clients’ dividends are going up every single year.  We make sure our clients continue to feel comfortable in a changing world."

    Tom Cameron
    Retired Chairman
  • James Haley

    "A company must grow its dividend consistently for a decade to be considered for our investment portfolios an must continue to raise its dividend to remain in our investible universe.Long-term performance. Increasing value. Income generation. That's the three-dimensional wealth management."

    James Haley
    Sr. Portfolio Manager - Private Client Group
  • C. Troy Shaver Jr.
     

    "We believe that dividends are the best indicator of the future price performance of a stock. Dividends are paid when there are attractive earnings. When dividends are paid consistently and at an increasing rate over the long-term, this is likely to exert a positive movement of price performance."

    C. Troy Shaver Jr.
    Chief Executive Officer, Co-Chief Investment Officer & Portfolio Manager

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