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
Series 7, Series 66