We make sure our clients continue to feel comfortable in a changing world.
We are passionate about helping successful individuals and families preserve and sustain their financial situation and legacy.
As fiduciaries and advocates, we sit on the same side of the table as you. We listen with genuine care so that we understand your unique values and financial objectives. This helps us earn your trust and build a personal, collaborative relationship with you. And together, we will make strategic, thoughtful decisions in your best interest, decisions that will bring you peace of mind as you weather market cycles and manage life events.
From Our Family to Yours
We strive for a straightforward and transparent approach, from communication of our philosophy and process to walking clients through performance statements. We believe you should have direct access to both your DAC team and your portfolio. We answer calls personally, and as you will come to learn, our accessibility is as reliable as our time-tested investment philosophy.
After determining the appropriate investment strategy with a new client, we coordinate all of the administrative paperwork required to open the account. Our experienced personnel provide one-on-one assistance to facilitate the entire process. We are available in-person, by phone or email to answer any questions that arise.
Building the relationship with our clients is as important as building our clients’ portfolios. We believe that proactive client support and active portfolio management combine to create successful, long-term partnerships.
Dividend Assets Capital provides portfolio management services to individuals and families seeking customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.
We offer a variety of investment solutions that remove the complexity from investing. Our programs have the flexibility to meet specific security, risk tolerance, liquidity, and tax management objectives, and all are based on our time-tested philosophy of investing in companies that exhibit dividend growth of double digits for a decade or more.
Our investment experts will meet with you to understand your individual financial goals and offer portfolio recommendations to help you achieve them.
To learn more about how we partner with individuals and families, please contact:
Managing Director Private Client Group