The following is an excerpt from our recently published white paper detailing the enhancements to our Strategic Dividend Growth strategy.
We continue our quest to find opportunities to unleash institutional approaches to the benefit of our private wealth clients. Today that translates into an enhancement to our Strategic Dividend Growth (SDG) strategy. The premise of this enhancement is to take best practices deployed by multi- billion dollar institutions and avail them to individual investors, while simultaneously avoiding compromises that would prohibit success by the future institutional or private wealth client. The first stage of this strategic roadmap deployment was the launch of our equity growth strategy, Dynamic Growth Opportunities (DGO), which began trading May 1, 2018, and recently celebrated its first full year as a stand-alone mandate.