Are You Taking Advantage Of
Dividend Paying Investments?
Our Dividend Portfolio Just Might Be The Solution!

Announcing Our New Dividend Portfolio
Press Release

Portfolio Mission
The Dividend Portfolio* seeks to provide clients with higher income than currently offered by traditional fixed income alternatives such as bank deposits and U.S. Treasury bonds.
-*Not FDIC Insured-

Portfolio Overview
The Dividend Portfolio is comprised of a diverse group of public companies with higher than average dividend yields. The goal of the Dividend Portfolio is to provide clients with higher income than offered by current bond yields, with an opportunity to grow their income annually, plus capture the potential appreciation associated with owning common stocks.

Portfolio Characteristics

• Individual securities
• Larger established companies
• Proven financial strength
• Higher dividend yields
• Long track record of increasing dividends

Portfolio Summary

• Consumer Staples
• Consumer Discretion
• Energy
• Financials
• Health Care
• Industrials
• Telecommunication
• Utilities

Call Us Today To Learn More About Our Dividend Portfolio From One Of Our Portfolio Managers.