Brookmont Capital is an employee-owned registered investment advisor based in Dallas, Texas.
Brookmont specializes in dividend equities and offers three distinct SMA portfolios through major brokerage firms, regional investment firms, and leading platforms. We also provide full portfolio management services that include customized asset allocations, equity portfolios, and laddered fixed income for individuals and institutions. The firm currently manages taxable, tax-exempt, and retirement accounts.
Our clients include families and individuals, registered investment advisors, public pension plans, foundations, and corporate institutions.
We believe in several principles of investment management. It is an art as much as it is a science. Long-term holdings are an investment; short-term investments are speculation. Diversification does not require owning 100 stocks. It is achieved by owning a portfolio of stocks with low internal correlation. The stock market has produced a 10% annual return over several decades, with 3% from dividend income and 7% from capital gains. Do not ignore 30% of the market's annual return.
As a registered investment advisor, Brookmont Capital has a fiduciary responsibility to act in our clients' best interest and provide sound investment advice. Our firm avoids potential conflicts of interest, provides full transparency regarding management fees and trading costs, and has never entered soft-dollar agreements with a broker/dealer.
A diversified 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 blends the current holdings in 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.