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


  • DAC Continues To Attract Talent

    Dividend Assets Capital, LLC continues to attract talented professionals with the addition of Marc Saurborn, CFA®, as Director of Research and Investment Strategy

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  • DAC Continues To Attract Talent

    Dividend Assets Capital, LLC continues to attract talented professionals with the addition of Clare Shea, as Client Service Associate.

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  • Charleston Metro Chamber of Commerce

    Dividend Assets Capital has recently joined the Charleston Metro Chamber of Commerce. We are excited to grow our footprint, network and engagement within the Charleston business community and the local surrounding area.

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  • Chamber of Champions Reception

    Dividend Assets Capital is a proud member of the Hilton Head-Bluffton Chamber of Commerce. Being a Chamber Champion allows us to better support our local businesses and the economic interest of the community.

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  • Bluffton Jasper County Volunteers in Medicine

    Dividend Assets Capital was proud to be a Silver Sponsor of the 2022 Bourbon & Bubbly event benefitting Bluffton-Jasper County Volunteers in Medicine. Their dedicated services and volunteer healthcare professionals truly impact the daily lives of many area residents.

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  • Fore!! DAC Supports the Upcoming RBC Heritage

    From April 14-17, the nation’s top golfers will descend upon the Lowcountry for the RBC Heritage, the only PGA TOUR event in South Carolina. Played on Hilton Head Island since 1969, its host, the Heritage Classic Foundation, donates Tournament proceeds to charitable organizations in the Lowcountry. Dividend Assets Capital is proud to support this iconic […]

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  • DAC’s James Haley to Speak at the 7th Annual Private Wealth Southeast Forum

    James Haley, Dividend Assets Capital’s Managing Director, Private Client Group, will be a speaker at the upcoming Private Wealth Southeast Forum, the region’s leading conference for RIAs, family offices, and private banks from throughout the region. Taking place in Atlanta on April 28th, the Forum’s agenda will cover…

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  • Did we see you at Symphony Under the Stars?!

    Dividend Assets Capital was a proud sponsor of the Hilton Head Symphony Orchestra’s “Symphony Under the Stars”, a swinging evening of chart toppers from the pen of Lowcountry’s own Johnny Mercer…

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  • Susie Wang on SC Public Radio

    In many cases, wage increases are not keeping up with the rising cost of goods and services. Can you turn to your investment portfolio to make up the difference? Listen to our CIO’s perspective…

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  • Internal Promotions at DAC

    FOR IMMEDIATE RELEASE (January 15, 2021 – BLUFFTON, SC) Dividend Assets Capital, LLC (DAC) announces promotions within the firm of several key leadership rolls including Susie Wang, Jim Haley, Bill Ford, Troy Livingston, and Jon Parrott…

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