Private Portfolio Management

Key Statistics

Founded: January 2, 2004

Ownership: Privately Held

Headquarters: Ridgeland, South Carolina

Total Assets: $704.8 million as of 3/31/11

Minimum Account Size: $250,000

Research Method: Bottom-Up Investment

Emphasis: Earnings and Dividend Growth

Asset Class: Large Cap Core

Mutual Fund: The Rising Dividend Growth Fund (ICRDX)

Clients:

• Individual Investors
• Financial Intermediaries
• Institutions
• Bank Trust Departments

Offerings:

• Privately Managed Accounts
• Investment Advisory Services
• Mutual Fund Accounts

Dividend Growth Advisors provides portfolio management services to private investors seeking customized portfolios to meet their individual financial needs such as wealth management, income planning, estate transfers, and family foundations. We manage all of Dividend Growth Advisors’ private portfolios according to the Dividend Growth Philosophy and employ the 10/10 Test for stock selection.

Private portfolio management services include:

• Equity Only Portfolio
• Equity Income Portfolio
• Customized Portfolios

These portfolios are managed according to the Dividend Growth Philosophy and employ the 10/10 Test for stock selection. The portfolio characteristics presented in the DGA Equity Only and Equity Income Portfolios are representative and are not specific to any individual portfolio. Individual portfolios may vary.

Dividend Growth Advisors also provides portfolio management services to private investors seeking customized portfolios to meet their individual financial needs such as wealth management, income planning, estate transfers, family foundations, etc.

Dividend Growth Advisors is committed to meeting the needs of our clients. After determining the appropriate investment strategy with a new client, we coordinate all of the administrative paperwork required to open the account. Our experienced personnel provide one-on-one assistance to facilitate the entire process. We are available in-person, by phone or email to answer any questions that arise. Building the relationship with our clients is as important as building our clients’ portfolios. We believe that proactive client support and active portfolio management combine to create successful, long-term partnerships.

There may be additional costs and fees associated with these investment services.