Dividends have historically provided a material part of the total return from stock ownership, cushioning price volatility, and providing portfolio income taxed at favorable rates.

The companies in our recommended portfolio pay attractive dividends, and are, we believe, likely to maintain and increase the dividends in the future.

We are happy to analyze clients’ overall asset allocation and financial goals, and recommend an appropriate amount of equity exposure.

Advisory fee: 0.36% (36 basis points) annually.

For additional information on our fees and the operation of our firm, please refer to our Form ADV Part II, which can be found under the “Privacy Policy & Disclosures” link below.