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Who We Are
Registered Investment Advisors
- Providers of SMA portfolio management services as a sub-advisor to asset managers & investment professionals
- Combined 60+ years of industry experience
- Dividend focused team & strategy since 2010
What We Do
Arm Investors for the Future
- Deliver a high-quality, transparent, dividend-focused portfolio offering
- Focus on maximizing returns while defending against market volatility
- Empower investment professionals to prepare their clients for retirement, education funding, wealth transfer objectives, etc.
What We Offer
Long Term Focus
- 100% equity portfolio providing a defensive approach with focus on high-quality companie
- Risk mitigation and consistent growth potential owed to a focus on transparency, quality, and diversification
- Transparent portfolio of Russell 1000 Value companies exhibiting long-term, consistent performance with tax efficient growth and low turnover
Returns of S&P 500 Index Stocks by Dividend Policy: Growth of $100 (1973–2020)
Past performance does not guarantee future results. Indices are unmanaged and not available for direct investment. For illustrative purposes only. From Hartford funds
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