On April 3, 2024, The Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA) hosted a live webinar featuring Jim Haley, CEO & Director of Private Client Group and Marc…
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…
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 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…
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, 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
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…
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.
Dividend Assets Capital, LLC is pleased to announce that Marc Saurborn, CFA® has been promoted to the role of Chief Investment Officer.
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.