We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.
Category: News
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DAC Continues to Attract Talent – Joe Hoefer, CFA®, CMT
Dividend Assets Capital, LLC is pleased to announce that Joe Hoefer, CFA, CMT, has joined our team as Portfolio Manager within the Institutional Asset Management Group.
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DAC Joins Fidelity FMAX Platform
Dividend Assets Capital, LLC is pleased to announce that that its Equity and Equity Income strategies have been added as managed portfolio options offered through the Fidelity Managed Account Xchange® (“FMAX”) platform.
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Marc Saurborn, CFA® promoted to Chief Investment Officer
Dividend Assets Capital, LLC is pleased to announce that Marc Saurborn, CFA® has been promoted to the role of Chief Investment Officer.
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DAC is pleased to announce the addition of new members to our Board of Directors
Dividend Assets Capital, LLC has attracted two talented professionals, Howard Caplan and Jonathan Hook, to join our board. They will help guide our organization as we enter our third decade of business and continue to grow.
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First Annual Lowcountry Wealth Forum
An intimate event intended to focus conversation and learning around managing family assets and enhancing generational wealth.
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Private Wealth and Real Estate Summit
Jim Haley will be leading an interactive roundtable discussion on Succession and Legacy Planning – Securing the Finances of the Family.
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Hilton Head Island Concours d’Elegance Motoring Festival
DAC will be a proud sponsor once again this year. We are proud to help support our local communities and charities where we live and work.
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Private Wealth Carolinas Forum
Bringing together allocators of high-net-worth capital from the state including wealth managers, banks and family offices for networking and peer education platform.
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The CJ Cup in South Carolina
PGA golf returns to the Congaree Golf Club. CJ Group has continuously contributed to the growth of young Korean golfers through their CSR program ‘Bridge Kids’. This program is designed to support young Korean golfers to experience world-class golf as well as encouraging them to become part of it in the near future.
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Southeast RIA Summit
Focusing on opportunities and risk in equities, fixed income and more. This is an opportunity to exchange ideas face-to-face and build the RIA industry and community.