
Core Dividend Strategy
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Quality companies producing durable dividends and high dividend growth rates
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Predominantly Domestic Large Cap, with the ability to tilt global, capitalization and style allocations
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International (ADRs only) and Mid/Small Cap stocks with maximums to 35% of portfolio
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Portfolio targeting roughly 30-40 securities, producing steady and growing income that propels long-term appreciation, with a low volatility attribute
Philosophy
Philosophy
Core Dividend Strategy