top of page

Dividend Equity Portfolio

Enhanced Income with Covered Call Sales
The Dividend Income Portfolio seeks to generate 6% annualized income by collecting above-market dividends and covered call premiums.

Dynamic Stock Selection
The Dividend Income Portfolio employs a systematic approach to selecting quality companies with attractive yields and reasonable valuations.  Our proprietary multi-factor model assists in the Portfolio’s security selection and buy/sell discipline by determining both the timing and identification of replacements.

Limited Downside Protection & Volatility Reduction
The dividend and call premium cash flows collected help preserve and grow invested principal by serving as a buffer by offsetting the impact of stock price declines during adverse market conditions.

bottom of page