• SmartDividend™ Funds

    Financial Planning

    Asset Management

    SmartDividend™ Strategies

  • Services

    Click for more information

    Financial Planning

     

    Asset Management

    Annuities

    Life Insurance

  • SmartDividend™ Strategies

    Long Only | Diversified | Rising Dividends

    SmartDividend™ Strategy

    SmartDividend™ Annuity

    Summary

    Defined Yield | Retain Capital

    SmartDividend™ Low Volatility

  • Updates

    See our updates and research below.

  • Social Media 👍

    We take the emotion of out long term investing

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  • How is your Advisor financially aligned with you?

    We have our own hard earned capital in the same products and strategies recommend and used by our valued clients.

    How much do you pay in fees to your Advisor?

    We are a fee based firm which charges a flat fee based on assets. We do not charge commissions and use low cost products to achieve your financial goals. Compared to large firms, we can help reduce your fees so your hard earned capital can grow faster.

    What is your Advisors rate of return?

    We developed our own strategies which have a proven track record. If someone is managing your money its critical to know their performance. Developed strategies are not suitable for all clients given our fiduciary duty to all current and future clients.

  • Who We Are

    Welcome to SmartDividend™ Funds. We are an independent, boutique wealth management platform deeply rooted in the ideals of being client-focused and results driven. We always strive for the best by providing customized investments plans and taking into account every clients unique investment goals. Our business model has a defined approach and a long term focus that adds value for our clients.

     

    We believe stocks that consistently raise dividends reward shareholders with continual growth in both earnings and income. Only high quality companies have the cash flows available to distribute dividends at an increasing rate. In addition, when dividends are paid at an increasing rate over the long term, attractive price appreciation is likely to follow. With this in mind SmartDividend™ Strategies was created in 2014 and started January 2016 with a live track record.

    CAIA, FRM, Series 65

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    Series 7, Series 66

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  • Contact Us

    Video Meetings | FaceTime | Android Video Chat

    West Coast: California
    East Coast: New Jersey | Florida
    Mon-Fri 8am-11pm EST
    Late Evening | Weekend Meetings
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