"There
has been a notable return among market strategists and in
the media toward time-tested classic approaches of investing.
Among the foremost elements of classic investing is the
demand for dividends."
-Lowell
Miller
Investment
Strategies
A
dividend-growth portfolio utilizing reliable companies from across
the broad market. Stocks are conservative, high quality, high yield,
and are projected to have a rising stream of income. Benefits: solid
total returns comprised of both income and growth, high current
income that increases every year and a lower federal tax rate on
qualified dividends.
A
large-cap core/growth strategy that utilizes primarily established and
seasoned companies with high financial strength that are likely to provide
steadily growing earnings and dividends.
A
portfolio of energy and utilities focusing on opportunities in the broad
utilities sector: electric, gas, telephone, sanitation, and water. It
offers growth and income for total return investors and functions as a
bond alternative and moderate equity approach.
A
conservative, opportunistic portfolio focusing on mid-sized gas and electric
utility companies that we believe are likely to be acquired during an
era of utility consolidation and convergence. The companies are largely
regulated, old-style rate of return monopolies that pay a dividend.
