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Strategies

Quality Dividend Strategy (QDIV)

The Quality Dividend Strategy seeks to generate attractive current income and long-term capital appreciation by efficiently managing a focused portfolio of fundamentally and technically healthy dividend paying stocks. Constructing a focused portfolio of 25 high quality, high yielding stocks that provide the highest possible dividend yield within the constraints of quality, capital preservation and diversification. A satellite strategy that seeks to provide income seeking investors a superior alternative to investing in bonds.

Tactical Asset Allocation (TAA)

Our Tactical Asset Allocation portfolios are an adaptive suite of risk management solutions for investors, each with the primary objective of pivoting between wealth accumulation strategies (i.e. offense), and wealth preservation strategies (i.e. defense), in a timely fashion.


Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently. 

Small Mid-Cap Dividend (SMDIV)

Our SMDIV portfolio invests in companies with market caps ranging from $200 million to $15 billion. The Small/Mid-Cap Dividend Strategy seeks to generate attractive current income and long-term capital appreciation by efficiently managing a focused portfolio of fundamentally and technically healthy dividend paying stocks. 


It's important to note -the prices of small and mid-cap stocks are generally more volatile than large cap stocks.

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.


The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.


There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.