Individuals and Families

Our clients are successful individuals and families whose objectives are often supported by the overall performance of companies that consistently pay and grow their dividends.

We engage in dialogue to further understand and define these objectives to meet the preservation, appreciation and legacy desires of our clients. With this understanding, we can tailor and customize portfolios to weather market cycles and life events.

Our commitment to communication and transparency, allow us to monitor and adjust our client portfolios as life events are reached or market cycles indicate.

Private portfolio management services include:

These portfolios are managed according to the 3-D method of investing and employ strict criteria for stock selection. The portfolio characteristics presented in the DAC Equity Only and Equity Income Portfolios are representative and are not specific to any individual portfolio. Individual portfolios may vary.

DAC also provides portfolio management services to private investors seeking customized portfolios to meet their individual financial needs such as wealth management, income planning, estate transfers, family foundations, etc.

DAC is committed to meeting the needs of its clients. 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.

There may be additional costs and fees associated with these investment services.

 

Private portfolio management services include:

These portfolios are managed according to the 3-D method of investing and employ strict criteria for stock selection. The portfolio characteristics presented in the DAC Equity Only and Equity Income Portfolios are representative and are not specific to any individual portfolio. Individual portfolios may vary.

DAC also provides portfolio management services to private investors seeking customized portfolios to meet their individual financial needs such as wealth management, income planning, estate transfers, family foundations, etc.

DAC is committed to meeting the needs of its clients. 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.

There may be additional costs and fees associated with these investment services.

 

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

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

Ready to talk with DAC?

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    READY TO TALK WITH DAC?

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