“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.”–John D. Rockefeller
Our team takes a long-term perspective when evaluating potential investments. We start by identifying companies that have demonstrated consistency and growth through a history of rising earnings and dividends for a minimum of 10 years. For equities, this includes an in-depth review of the company’s dividend-paying history. We believe that this process helps to identify high-quality companies for investors while potentially enhancing overall returns.
Dividends have contributed more than 50% of the total return on the S&P 500 index over the past three decades, according to T. Rowe Price. This discipline and patience has allowed us to focus our attention on the factors that influence individual companies and to develop an in-depth understanding of current and prospective portfolio holdings for our clients.
Our primary focus is professional asset management services for accounts with minimum values of $250,000. Accounts are invested adhering to our long-standing discipline of purchasing only companies that have increased their dividends for 10 years or more consecutively. We believe that ownership in high-quality, dividend-paying companies should continue to serve investors well over the long term.
Changes in market conditions or a company's financial condition may impact the company's ability to continue to pay dividends, and companies may also choose to discontinue dividend payments.
The Standard & Poor’s 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market. Indices are unmanaged, do not reflect fees or expenses, and are not available for direct investment.
AR State License
CA State License