The Dividend Growth Portfolio is a concentrated, low turnover 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. We look for and invest in best-in-class companies that are well managed, with advantaged business models and sustainable growth prospects. The Portfolio holds companies that 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.
For those seeking a more personalized approach, the strategy is available through Separately Managed Accounts and model based UMA.
Modeled after the 20-year old Dividend Growth Strategy, we also offer a mutual fund for those who prefer to invest in funds or who want to invest at a lower minimum.