The goal of our Dividend Equity strategy is to provide an attractive dividend yield—at least 100 basis points above the S&P 500—as well as exposure to equity markets. To mitigate risk of sector or style concentration, we invest across a wide variety of sectors and market caps.
How We Make Equity Strategies Work For You:
We seek to identify companies capable of generating returns for you. We also consider secular trends that lend themselves to long-term investment horizons.
We evaluate risk and reward based on our expectations of company fundamental performance.
We value assets relative to market and growth prospects.
We monitor our investments closely. If we believe the investment prospects are less than we expected, we remove the stock from the portfolio.
The objective of our Equity strategy is to generate a total return, net of all fees, in excess of the Russell 3000® Value benchmark over rolling three- to five-year periods.
| $150,000 to $5,000,000 | 70 bps |
| Next $5,000,000 | 65 bps |
| Next $15,000,000 | 60 bps |
| Next $25,000,000 | 55 bps |
| Next $50,000,000 | 50 bps |
| More than $100,000,000 | 45 bps |