Dearborn Partners is a long-time staple on the EQIS platform and has been managing assets for clients of financial advisors and institutional investors for over 20 years.
Investing in a diversified mix of companies with growing dividends can provide a defensive ballast to an investment portfolio. Rising dividend portfolios offer the potential not only to provide investors with a current income stream but one that may increase over time, while offering a prudent way to participate in the wealth-building potential offered by the stocks of high-quality companies over time.
Dearborn Partners Core Rising Dividend is a separately managed account (SMA) model offered on the EQIS platform and invests in a diversified set of companies with historically consistently rising dividends that offer a potential yield greater than the S&P 500. Companies selected offer the potential for mid-to-high single-digit annual dividend growth over the long term. The combination of this attractive current yield plus potential regular dividend increases offers investors a portfolio that may perform well in both rising and falling markets.
The Dearborn Partners U.S. Large Cap SMA model applies fundamental business, macroeconomic and technical analyses to U.S. companies with a market capitalization of $5 billion or greater that can generate healthy cashflow growth over a sustained period at a reasonable valuation and with the best risk-adjusted return potential.
Companies are screened for above-average growth rates in sales and earnings, balance sheet strength and shareholder value creation. The resulting portfolio typically holds 35-45 securities and turnover is relatively low.
Details are available on the EQIS and Freedom Advisors platforms.
If you would like to deploy these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.
EQIS and Dearborn Partners are not affiliated. This is not an offer to buy or sell securities.
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