Our ClientsOur Clients
Our ClientsOur Clients
Our ClientsOur Clients
Our ClientsOur Clients

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 maintain close, personal relationships with our both private and professional investors, believing you should have direct access to both your DAC team and your portfolio. We do not use a call center or complex routing system, and we answer calls personally. Should you have any questions or concerns regarding your account, we will work with you one-on-one to get you the answers and resolutions you need.

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 maintain close, personal relationships with our both private and professional investors, believing you should have direct access to both your DAC team and your portfolio. We do not use a call center or complex routing system, and we answer calls personally. Should you have any questions or concerns regarding your account, we will work with you one-on-one to get you the answers and resolutions you need.

private-investor

Individuals and Families

Objectives of Individuals & Families is often supported by the positive overall performance of consistent dividend payers. We tailor portfolios to support the desire for wealth preservation, capital appreciation, and legacy.

financial-advisor

Financial Professionals

Professional financial advisors and institutional investors alike, find Dividend Assets Capital to be a sound component in the client portfolio and a supportive resource in formulating strategies to achieve their clients’ aims and aspirations.

Individuals and Families

private-investor

Objectives of private investors are often supported by the positive overall performance of consistent dividend payers. We tailor portfolios to support the desire for wealth preservation, capital appreciation, and legacy.

Financial Professionals

financial-advisor

Professional financial advisors and institutional investors alike, find Dividend Assets Capital to be a sound component in the client portfolio and a supportive resource in formulating strategies to achieve their clients’ aims and aspirations.

Behind Our Strategies

  • Susie Wang

    “Getting the most of a dividend-driven investment strategy requires looking beyond stocks with the highest yields, which could be a value trap.   Additionally, dividend cuts are rarely a one-time phenomenon; dividend increase with sustainable power and long-term record are key.”

    Susie Wang
    Chief Investment Officer
  • Tom Cameron

    "The market goes up and down over time.  Our clients’ dividends are going up every single year.  We make sure our clients continue to feel comfortable in a changing world."

    Tom Cameron
    Retired Chairman
  • Jim Haley

    "A company must grow its dividend consistently for a decade to be considered for our investment portfolios an must continue to raise its dividend to remain in our investible universe.Long-term performance. Increasing value. Income generation. That's the three-dimensional wealth management."

    Jim Haley
    Managing Director, Private Client Group
  • Troy Shaver

    "We believe that dividends are the best indicator of the future price performance of a stock. Dividends are paid when there are attractive earnings. When dividends are paid consistently and at an increasing rate over the long-term, this is likely to exert a positive movement of price performance."

    Troy Shaver
    Chief Executive Officer

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