At the Intersection of Wall Street and Main Street
In 2003, two Wall Street veterans became neighbors on Spring Island in the heart of the Lowcountry, and quietly brought under one roof some of the most historically recognized and impactful philosophies in the world of investment management.
Tom Cameron, widely known as “the Grandfather of Dividend Growth Investing”, and his Partner, Troy Shaver, developer of the “Double Digits for a Decade or More” (3D) Dividend Growth Philosophy, founded Dividend Assets Capital in 2003 on a commitment to delivering these proven philosophies with a friends and family approach.
When you contact DAC, you do so with the confidence in the 40+ years of industry-influencing expertise which launched and sustained the success of the firm. Now nearing 20 years of investing in our local community, we have secured an additional combined century of business acumen in our portfolio of progressive professionals. DAC’s influence is trusted by global investors and market leaders in part due to our track record of outperforming competitive funds.
While we are committed to strengthening our heritage, we are devoted to advancing our potential – borrowing from and building on the legacy of our Founders as we move forward in serving the next generation through acquisitions of an impressive portfolio of talent. We are continuously pursuing new opportunities in an ever-changing market, such as branching out into ESG investing where socially conscious clients have greater opportunities to “put your money where your value is.”
Offering national connections with local accessibility, we’re the firm that Wall Street calls, but our priority is you.
3D Dividend Growth Philosophy
No matter how good the analysis and forecasting or how attractive an investment looks on paper, it can’t compare to an investment that performs in the real world. It’s the difference between concept and reality. Our three-dimensional approach to investing provides a more dependable, repeatable pattern of performance and return.
For a company to be considered for our investment portfolios, it must have a proven track record of:
A company must grow and raise its dividend, showing consistency in generating increasing dividends for its shareholders.
We invest consistently and exclusively in companies that are gaining value and moving in a positive direction in terms of revenues and earnings measurable by at least 10%.
Decade or More
Our investments must have a performance rate moving in a double-digits positive direction for at least 10 years.
Our Philosophy of
Decade or More
is a pre-requisite for our
portfolio of companies and
a safeguard for our clients.
Our confidence in the long-term power of sustainable and increasing equity income drives our security selection process, portfolio management discipline and ultimately, our clients’ success. Simply put, “Good companies pay dividends, great companies grow dividends.”— Troy Shaver, CEO, DAC Co-founder
We are Transparent
Because we believe in honesty and open communications as a means of building lasting trust, we commit to being transparent fiduciaries in all our actions, including details about fees, expenses, and compensation.
We enliven our role as advisors and advocates by teaching our clients how to simplify the complexity of their wealth through strategic and thoughtful decision-making.
Our boutique-sized firm allows us to work closely with our clients and their families to identify their needs and tap into the collective specializations of our team to devise intelligent solutions and implement effective strategies.
We are Devoted Partners
As fiduciaries and advocates, we sit on the same side of the table as our clients. We listen with genuine care so that we understand their unique values and financial objectives. This allows us to build trust and close personal relationships with our clients.
We are Good Neighbors
We actively support initiatives that serve a greater good by committing to our chosen charities and local communities through volunteerism and financial support.
Our accomplished team of wealth managers, investment advisors, in-house analysts, and other financial specialists collaborate seamlessly to design and implement unique strategies structured to help you set and achieve your financial goals, so you may preserve what is meaningful to you, your family and your community.
If you are interested in joining our team, please see our current career opportunities:
C. Troy Shaver, Jr.
Chief Executive Officer & Portfolio Manager
John C. Swhear, Esquire
Chief Compliance Officer
Marc Saurborn, CFA®
Chief Investment Officer
Jonathan W. Parrott
Director of Operations
William D. Ford, CFP®
Managing Director - Institutional Asset Management Group
James Haley, CFP®
Managing Director - Private Client Group
Joe Hoefer, CFA®, CMT®
Portfolio Manager – Institutional Asset Management Group
Alex Meintel, CMT®
Peter G. Gerry, III
Client Service Associate