Dividend Income - Adviser Investments

Investment Management

Dividend Income


Dividend Income is an actively managed, concentrated portfolio of U.S. stocks that seeks to provide long-term capital appreciation and consistently growing income by investing in high-quality large-cap companies. Under portfolio managers Charlie Toole and Steve Johnson, the strategy’s objective is to invest in dividend-paying equities trading at reasonable valuations, as well as stocks of companies that demonstrate an ability to grow earnings and dividends along with excess free cash flow.

Investing for Growth and Income

Stocks of companies that regularly and reliably increase their payouts to shareholders—dividend-growth stocks—can create wealth and provide portfolio stability. Because dividends matter.

Inflation Protection

Not only do dividend growers pay out a steady stream of income—they typically grow that stream of dividends faster than inflation.

Truly Personalized Wealth Management

Our Strategy

Bet on Battleship Balance Sheets

The size advantage and financial stability of large-cap dividend-growth stocks allow them to successfully navigate difficult market and economic environments.

Conviction in Our Best Ideas

Our Dividend Income portfolio is concentrated and typically holds just 30 to 40 stocks, all of which fit our criteria of being high quality, attractively priced and able to reliably increase their dividends.

Capital Appreciation With Less Risk

Dividend-growth stocks have historically delivered competitive returns with less risk than the overall stock market through full market cycles.

Experience Counts

Since 2010, we’ve taken a consistent, risk-conscious approach to managing this portfolio of dividend growers.

Comprehensive Wealth Management

The Dividend Income strategy is offered as part of a comprehensive approach to wealth management. Learn more about working with Adviser.

Providing Income While Protecting Principal

Balanced Option

We offer a “balanced” version of this strategy, featuring 60% dividend-growth stocks and 40% bonds.

ESG Version

The socially conscious version of this portfolio follows an environmental, social and corporate governance (ESG) investment approach.

Greater Tax Efficiency

Income from dividends is taxed at a lower rate than fixed-income interest payments.

Our Clients

Dividend Income is designed for investors who prefer to own individual stocks or are seeking a consistent stream of income. The steady nature of dividend-growth stocks makes them a reliable strategy for a sizable portion of an investor’s complete portfolio. When stock markets fall, the financial strength that enables quality dividend-growing companies to continue to pay and boost their payouts can help bolster their stock prices. We also offer a balanced version of this portfolio and a socially conscious version for investors who wish to follow an environmental, social and corporate governance (ESG) investment approach.

Additional Investment Strategies

Personalized Portfolios

Managed Bonds

Tactical Investing

Your Next Step

The first step in the Adviser process is to start a conversation. We look forward to learning more about you, your investment goals and how we can help you reach them.

Financial Planning

Investment Management

Tax Services

Retirement Planning

Estate Planning

401(k) Advisory

Get Started

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.