How to select an Institutionally Managed Dividend Stock Portfolio

The desire to have income with growth potential is currently one of the strongest desires in the safer money area. There is a war on savers that is causing investors to flee the safety of CDs, Banks, and other lower risk investments. There is a trend during volatile times where a portfolio of quality, dividend-paying companies with strong dividend-growth potential outperform the S&P 500. The key is to find a portfolio with companies that are increasing their dividends and have strong track records. One portfolio that exists as of September 2015 (for the 12-month trailing) has 31 companies within the portfolio that have raised their dividends and of all of the companies it owns 83% have paid consecutive annual dividends for the past 20 years. Some of the companies currently in this portfolio include: McDonalds, Coca-Cola, HCP Inc., GlaxoSmithKline PLC, and AT&T.

If you would like to discuss this actively managed institutional portfolio or other more conservative investments, please feel free to set up a complementary appointment with Peter Blatt. (561) 625-0900 x 104 or