Happy Thanksgiving from Dividend Assets Capital
Around the office, we’re grateful for many things this Thanksgiving holiday, but nothing more than the chance to serve wonderful clients, partners and friends like…
Dividend Assets Capital’s James Haley Speaks at Siena College Business Lecture Series
We’re pleased to share that James Haley, our Chief Executive Officer and director of Private Client Group, recently participated in the Siena College School of…
DAC Sponsoring 2023 Hilton Head Island Concours d’Elegance Motoring Festival
DAC will be a proud sponsor once again this year of the Concours d’Elegance Motoring Festival on Hilton Head Island. We are proud to help support our…
Private Wealth Carolinas Forum
Jim Haley, CEO of Dividend Assets Capital and Director of The Private Client Group, was a speaker and moderator of a panel at the 2023…
Policy and Taxation Group Release
Policy and Taxation Group, Dividend Assets Capital Kick Off
Strategic Partnership with Hilton Head Regional Event
Event Attendees Hear from Tax Policy Experts on Challenges Facing Family
Offices and Financially Successful Individuals… Read more
The Benefits of Using a Wealth Management Firm
Wealth management is an umbrella term for the financial advisory services a wealthy person can choose from to manage their financial assets. Although the service…
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.
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.
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.
First Annual Lowcountry Wealth Forum
An intimate event intended to focus conversation and learning around managing family assets and enhancing generational wealth.