The firm's hallmark portfolio that provides above-average current yield and is focused on long-term total return. The Strategy includes mid and large-cap companies with a blend of value, core, and growth stocks.
A truly "core portfolio" that balances current income and annual dividend growth. The Core Dividend Strategy blends the current holdings from the Dividend Equity Strategy and Dividend Growth Strategy. The Strategy normally holds more than 40 individual securities and places an equal weighting on current income and dividend growth.
A dynamic portfolio that places more value on annual dividend growth than current yield. The Strategy is not restricted by a minimum yield requirement and allows the portfolio to hold stock in companies that are experiencing accelerated growth in revenue and earnings.
The three Dividend Strategies are available through national and regional brokerage firms, registered investment advisers, national platforms,
and directly through Brookmont Capital.