Our TeamOur Team
Our TeamOur Team
Our TeamOur Team
Our TeamOur Team

Clarity. Simplicity. Devotion.

Dividend Assets Capital is an asset management firm regarded for its diverse talent and consistent investment philosophy and more than 40 years of sought-after insight, wisdom, and investing expertise. We are a team of investment professionals whose collective experience has given us the perspective to anticipate market change and fluctuation specifically as it applies to the firm’s originally developed investment philosophy. The knowledge gained through this legacy of success fuels our dedication to dividend-focused investing, as well as the objectives, security, and financial needs of our clients.

Clarity. Simplicity. Devotion.

Dividend Assets Capital is an asset management firm regarded for its diverse talent and consistent investment philosophy and more than 40 years of sought-after insight, wisdom, and investing expertise. We are a team of investment professionals whose collective experience has given us the perspective to anticipate market change and fluctuation specifically as it applies to the firm’s originally developed investment philosophy. The knowledge gained through this legacy of success fuels our dedication to dividend-focused investing, as well as the objectives, security, and financial needs of our clients.

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

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