The Raub Brock Dividend Growth Portfolio is a concentrated portfolio of primarily large cap companies that exhibit a consistent pattern of dividend increases greater than that of the market as a whole and whose business execution should, in Raub Brock’s judgement, allow them to continue to raise their dividends. The Portfolio holds companies who trade on U.S. stock exchanges, regardless where headquartered, and is diversified by sector and industry.
The strategy’s objective is to capture the return available from dividend-growing stocks with less risk versus benchmarks. The strategies additional objectives are to provide capital preservation and a growing income over the long-term.
Raub Brock’s Dividend Growth Composite was established on December 31, 1999. The strategy is available through Separately Managed (SMA) and Unified Managed Accounts (UMA), which are all managed to the Dividend Growth Portfolio model, no matter their size.