Confident Investing. Rising Dividends. Personal Service.

Philosophy

Process

Glossary of Key Terms

Process
  • We identify companies with consistent financial performance and management’s commitment to increasing returns to their shareholders.

  • The central feature of this discipline is that a company must have increased its dividends by an average of 10% or more for 10 consecutive years.

Our process is based upon dividend growth as a discipline … not just a guideline we use when convenient. Our style does not drift beyond this. We can assure investors that every company in your portfolio will increase its dividend every year or it will be replaced with one that will.

 

Confident Investing. Rising Dividends. Personal Service.