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


  • 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.

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  • Hollings Cancer Center 26th Annual Golf Tournament

    This event will be held at Turtle Point Golf course and presented by Firefly Distillery. This event supports cancer research and patients at the Medical University of South Carolina Hollings Cancer Center.

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  • Private Wealth Central States Forum

    Jim Haley moderated the panel discussing “Fixed Income: Trends Shaping Today’s Landscape”. He was also on the panel discussing “The Future of Wealth Management”.

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