Equity Dividend Managed
Account Strategy

Investment Strategy

This investment strategy seeks long-term capital appreciation, and to a lesser extent, current income. It invests primarily in dividend-paying equity securities of large capitalization companies domiciled in the United States. It also may invest in equity securities of small and medium capitalization companies and companies domiciled outside of the United States. Selection of this strategy indicates a willingness to assume a risk level that at times may be greater than that of the US stock market in general. More detailed information on this strategy is available upon request.

Get More Information:

 

Fact Sheet Sample Portfolio
Client Presentation Book

Investment Process*

Equity dividend investment process

Investment Team

 

Bob Shearer Bob Shearer
Managing Director
Tony DeSpirito Tony DeSpirito
Managing Director

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