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Clarity.

Our approach to managing client portfolios is straightforward and transparent, providing both access and tools to provide clients with a confident investing experience. We offer insight and distinctly clear investment strategies, enabling our clients to achieve their goals and desires by bringing clarity out of complexity.

Dividend Assets Capital is a Wealth Advisor regarded for its diverse talent, time-tested investment process and consistent results



We offer insight and distinctly clear investment strategies.

We enable our clients to achieve their goals and desires by bringing clarity out of complexity. The devotion we apply to our investment philosophy distinguishes DAC from alternative resources.

Clarity.

Our approach to managing client portfolios is straightforward and transparent, providing both access and tools to provide clients with a confident investing experience. We offer insight and distinctly clear investment strategies, enabling our clients to achieve their goals and desires by bringing clarity out of complexity.

Dividend Assets Capital is a Wealth Advisor regarded for its diverse talent, time-tested investment process and consistent results


We offer insight and distinctly clear investment strategies.

We enable our clients to achieve their goals and desires by bringing clarity out of complexity. The devotion we apply to our investment philosophy distinguishes DAC from alternative resources.



Simplicity.

Dividends are the best indicator of the future price performance of a stock. Dividend Assets Capital was founded on one of the most historically significant and enduring investment principals… when a company pays dividends consistently, at an increasing rate over the long-term, it has proven to exert positive movement in price performance.

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

Simplicity.

Dividend Assets Capital was founded on our confidence in the long-term power of sustainable and increasing dividends. It is this philosophy that drives our portfolio managers’ discipline regarding stock selection and most importantly, our clients’ success.

The simple process of our investment philosophy is one of DAC’s most exclusive characteristics and one of the most rewarding. Our record of results over time, as well as our relative performance during adverse economic cycles, testifies to the wisdom of adhering to our principles. Short-term advantage is weighed against this record, and the record regularly wins.

Devotion.
Clients and Philosophy:

We are equally devoted to our investment philosophy, and to you… the clients and families with whom we build generational relationships and the investment professionals for whom we offer to be an extension of their investment management capabilities.


Philosophy: As a firm we are able to show evidence supporting our philosophy that consistent and growing dividends indicate other strengths about a company and that those strengths combine to deliver returns. We select companies that:

  • Consistently pay dividends at an increasing rate year over year.
  • Are committed to distributing profits to shareholders.
  • Deliver essential products and services, such as energy, healthcare, consumer goods, communications, technology, industrial goods, and financial services.
  • Are industry leaders and have strong brands.
  • Can demonstrate the ability to manage their business with consistent earnings’ growth in various economic cycles.

Devotion - Clients and Philosophy:

We are equally devoted to our investment philosophy, and to you… the clients and families with whom we build generational relationships and the investment professionals for whom we offer to be an extension of their investment management capabilities.

Philosophy: As a firm we are able to show evidence supporting our philosophy that consistent and growing dividends indicate other strengths about a company and that those strengths combine to deliver returns. We select companies that:

  • Consistently pay dividends at an increasing rate year over year.
  • Are committed to distributing profits to shareholders.
  • Deliver essential products and services, such as energy, healthcare, consumer goods, communications, technology, industrial goods, and financial services.
  • Are industry leaders and have strong brands.
  • Can demonstrate the ability to manage their business with consistent earnings’ growth in various economic cycles.

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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