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How We Differentiate Ourselves


Confidence, built through results.

We founded Dividend Growth Advisors based on our confidence in the long-term power of rising dividends. Our belief in the Dividend Growth Philosophy drives our portfolio managers’ discipline in their use of our 10/10 Test for stock selection.

 

Wisdom, earned through experience.

We are a team of investment professionals whose experience managing client portfolios spans almost six decades. Our collective experience has given us the perspective to anticipate, not react to, market change and fluctuation. The knowledge gained through years of experience fuels Dividend Growth Advisors’ dedication to both the power of dividend investing, and to the investment objectives and financial needs of our clients.

 

Transparency, based on culture.

We strive for a straightforward and transparent approach with our philosophy, process, communications, and performance statements. We encourage close personal relationships with our clients. Dividend Growth Advisors believes that you should have uncomplicated access to both your Dividend Growth Advisors team and your portfolio. We do not use a call center or complex routing system. We answer your calls live. You will also have access to your account information through our office, and if you like to have 24-hour electronic access to your account, our custodians will provide you with the necessary information to do so. When questions or concerns regarding your account arise, we will be here to work with you to get you the answers and resolutions.

 

Dedication, built on our character.

At Dividend Growth Advisors, our integrity and values shape the relationships with our clients. We know you by name, not an account number. We design and manage your portfolio based on what you need and want, not what a generic program says you should have. Moreover, we know what you need because we talk with you to learn and understand your investment goals and risk tolerances. We work with you to help you meet your goals, such as sending children or grandchildren to college, making a retirement dream into a reality, or helping your employees to secure their financial futures. Over time, we will continue to speak with you to make sure that we are managing your portfolio to meet your goals. When your goals change, we will help you to make the necessary changes to your portfolio.

 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus and summary prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the fund’s prospectus and summary prospectus by calling 1-888-826-2520 or by visiting www.dividendgrowthadvisors.com. Past performance is no guarantee of future results. The investment return and principal value of an investment in the fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)

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