Dividend Growth and Income

Dividend Growth & Income

The Dividend Growth and Income SMA strategy seeks dividend income from a portfolio of 33 individual stock with capital appreciation being a secondary objective. The portfolio takes a disciplined approach to select stocks based on the dividend history, ability to raise the dividend, and opportunity for growth.

Additionally, potential stocks need to have sufficient yield, dividend history, and potential for increases to dividends. Since the companies need strong quantitative scores, stocks and sectors with very high dividend yields are often passed over.

Portfolio Managers

Dave Gilreath, CFP®
Tom Kaiser, CFA, CPA

Inception Date


Dividend Growth & Income SMA Strategy Highlights

Dividend Growth & Income Portfolio Construction