Dividend Equity Strategy
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.
Core Dividend Strategy
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.
Dividend Growth Strategy
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.
Global Equity Strategy
The firm’s first International Portfolio invests in dividend paying companies domiciled outside of the United States. The Portfolio seeks to maximize risk-adjusted returns and is unrestricted by market cap, equity style and region (ex-US). For more information, please contact Brookmont via email info@brookmont.com
Strategy Updates
Our SMA products are available through leading platforms
Brookmont Equity Dividend Unit Investment Trusts
Brookmont Capital has partnered with First Trust Portfolios, LP and serves as an advisor for a series of Unit Investment Trust portfolios (UIT) that focus on dividend-centric equities. The Brookmont Equity Dividend UIT funds are offered by First Trust and are available for purchase through national and regional brokerage firms.
Click on the link below for information on the currently available UIT fund. You will be forwarded to the First Trust website.
