Every client has a different need and unique set of circumstances. We are here to not only help you navigate the financial markets but realize your long term financial goals.
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.
Focused Strategies using Stocks with Rising Dividends
Long Only | Diversified
Defined Yield | Retain Capital
SmartDividend™ Low Volatility
SmartDividend™ ESG Index
Environmental | Social | Governance
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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.
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We take the emotion of out long term investing
© SmartDividend™ Funds 2018
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Value Investing | Dividends | Large Cap Stocks | Long Only | Passive Investing | ETFs | Tax Efficient | Smart Beta | Reinvesting Dividends