Investment Objective:
- Annual portfolio income in excess of 3.5%.
- Total annual return in excess of the benchmark.
- Dividend income and long term capital appreciation.
- Reduce risk through diversification and application of value investing principles.
- Higher after tax returns through lower turnover and favorable tax treatment of dividend income.
Portfolio Structure:
- Diversified portfolio of up to 30 income producing securities.
- Large financially strong dividend paying stocks, bonds, preferred stocks, and ETFs.
- Customized portfolio asset mix reflecting client risk profile and investment guidelines.
Management:
- Brad Sasser
- Chartered Financial Analyst
- 37 years of investment management and securities analysis experience.
- Dividend Value Composite Track Record: 2004 – Present
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