Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC
Partnering With DACPartnering With DAC

 

We are not only devoted to our investment philosophy and disciplined process, but to the notion that if we can help you succeed, you will reward us in return.
Our commitments to you include:

  • Specialized and flexible asset management solutions aligned with your client needs
  • Strict adherence to fiduciary principals
  • Real-time access to Portfolio Managers and investment leadership
  • Market intelligence and practice management assistance
  • Client account and operational support
  • Audited GIPS® compliant performance reports
  • Relationships with top custodians and managed account platforms
  • Independence: as an employee-owned organization, our success depends on your success
 

Partnering With DAC

Relationships with professional financial advisors are at the core of our institutional asset management business. We have a dedicated Portfolio and Relationship Management team devoted to improving your client investment outcomes and enhancing your business results. Additionally, our Investment Committee and Research Professionals provide continual market and portfolio monitoring through weekly meetings, impromptu interactions and ongoing communication. Finally, our Chief Compliance Officer ensures we adhere to strict fiduciary standards. We endeavor to become a trusted partner and an extension of your investment management capability so you can have more time to actively manage your client relationships and grow your business.

DAC strategies can help achieve a variety of investor goals, desires and time horizons. Offered exclusively through a Separately Managed Account structure, our investment programs have the flexibility to meet specific security, risk tolerance, liquidity and/or tax management objectives. Informed by your guidance, we develop and maintain portfolios through routine dialogue and interactions with you. Whether you are managing retirement, Trust & Estate, Partnership and Custodial accounts or investments for other financial needs, our specialization in equity income solutions can provide both potential increasing income and asset growth.

We are not only devoted to our investment philosophy and disciplined process, but to the notion that if we can help you succeed, you will reward us in return.
Our commitments to you include:

  • Specialized and flexible asset management solutions aligned with your client needs
  • Strict adherence to fiduciary principals
  • Real-time access to Portfolio Managers and investment leadership
  • Market intelligence and practice management assistance
  • Client account and operational support
  • Audited GIPS® compliant performance reports
  • Relationships with top custodians and managed account platforms
  • Independence: as an employee-owned organization, our success depends on your success

Our Financial Institution Relationships Include:


 
 

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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