Unlock Growth: Optimize Your Shareholder Liquidity Strategy

Using An Investment Philosophy That is Repeatable, Predictable, and Proven to Deliver Both Capital Appreciation and Rising Income.

 

Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable pattern of overall performance and total returns. No matter how good the analysis or forecasting or how attractive an investment looks on paper, it cannot compare to an investment that performs well in the real world.

Companies that declare dividends and increase those dividends substantially and consistently, year after year, tend to perform uncommonly well for reasons beyond their dividends alone.

A few characteristics they tend to share:

  • Strong Balance Sheets
  • Above Market Returns on Invested Capital (ROIC)
  • Stable and Growing Free Cash Flows
  • Positive Earnings Growth

Going one step further, the compounding effect of above-market dividend growth can create an attractive wealth-creation opportunity for long-term investors as the yield based on an initial investment grows exponentially, leading to both substantial income growth and superior long-term total returns.

Our clients and their families are successful, engaged, and down to earth. By delivering comprehensive wealth management with a tried-and-true investment discipline, we meet our clients’ unique needs by growing, managing, protecting, and transferring their wealth in an intentional way through the coordinated delivery of advice, acumen, and resources. We believe that providing our clients peace, comfort, and security makes them feel more informed and empowered to make better financial decisions.

About Dividend Assets Capital
100% Employee-owned boutique wealth and investment firm based in the heart of South Carolina’s Lowcountry. By combining our 40-year tried and true dividend growth investment philosophy with our diverse, well-seasoned planning and advisory acumen, we deliver highly personalized investment strategies and comprehensive wealth management services for the benefit of our clients. We bring clarity, simplicity, and devotion to our work, helping successful families, advisors, and institutions achieve their financial goals so they may preserve what is meaningful to them, their families, and their communities.

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Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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