We take a high-quality, risk aware approach to creating an income-focused equity portfolio.
- Yield - Advisor Partners creates a diversified portfolio of U.S. equity securities offering better-than average dividend yield.
- Sustainability - The strategy seeks companies with sustainable or growing dividend payouts, favoring companies with strong cash flow growth and avoiding highly leveraged companies.
- Diversification - The portfolio is typically well diversified at the sector, industry and security level.
- Tax Awareness - Advisor Partners emphasizes tax-management techniques, working to manage gain realization, harvest losses and rebalance in a tax-aware manner.