DAC Joins Fidelity FMAX Platform

FOR IMMEDIATE RELEASE (RIDGELAND, SC – March 2023) — Dividend Assets Capital (“DAC”) is pleased to announce that its Equity and Equity Income strategies have been added as managed portfolio options offered through the Fidelity Managed Account Xchange® platform. The FMAX Platform was developed and is sponsored by Fidelity Institutional Wealth Adviser LLC and offers access to a diverse suite of managed portfolios.

The DAC Equity strategy is a concentrated portfolio of high-quality, dividend growth stocks. It is designed for investors seeking increasing dividend income and long-term growth of principal with reduced market volatility. The DAC Equity Income strategy is a concentrated portfolio of high-quality, dividend growth stocks as well as midstream energy investments. It is designed for investors seeking higher and rising portfolio income as well as the potential for attractive, long-term total returns.

“Fidelity is an industry leader in investment and platform management and is truly enhancing the connection between asset managers and investment advice with their FMAX Platform,” said Bill Ford, CFP®, Managing Director and Head of Institutional Asset Management at DAC. “Joining their platform is an important part of our plans to expand and provide independent financial advisors broader and easier access to DAC’s investment solutions.”


Dividend Assets Capital, LLC (DAC) is a 100% employee-owned Registered Investment Advisor (RIA). As one of the largest advisory firms in South Carolina, we provide wealth management advice and manage investable assets for successful families, individuals, institutions, and investment advisors who seek equity investments that aim to provide sustainable and rising income with long-term capital appreciation. Our purpose is to provide peace, comfort, and security for our clients through access to wealth services delivered clearly and simply. For more information, please visit www.dacapitalsc.com or call 843-645-9700.


Fidelity Investments is an independent company, unaffiliated with Dividend Assets Capital. Fidelity Investments® is a service provider to Dividend Assets Capital. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Dividend Assets Capital and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Institutional Wealth Adviser LLC (“FIWA”)® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA is the sponsor of the Fidelity Managed Account Xchange® program (“FMAX” or the “Platform”). FMAX is a comprehensive wealth management platform consisting of advisory tools, programs and services, and investment products from Fidelity and other leading asset managers. Some services are provided by affiliated and unaffiliated 3rd parties. FMAX offers robust Fidelity service & support and a simplified client experience. FMAX provides investment advisory and platform services for a fee. FMAX is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC, Members NYSE, SIPC, and National Financial Services LLC. The FMAX Platform is not a brokerage product.


Troy Livingston
Dividend Assets Capital, LLC
56 Riverwalk Blvd.
Ridgeland, SC 29936