Dividend Model

Overview: The Dumont & Blake Dividend Portfolio is an all-cap equity strategy that invests in common stocks and ADRs.

Investment Objective: Deliver higher current income with lower portfolio volatility than the S&P 500 Index by identifying companies with strong balance sheets and a consistent history of raising dividends.

Risk Management: Risk is mitigated by maintaining sector diversification and rebalancing individual position size, so that, no sector or stock holds too much weight.