Our Investment Philosophy

In a world of market volatility and chasing short-term trends, Dividend Growth Partners believe in a clear, consistent, and time-tested approach to building wealth.

We commit ourselves to a strategy designed to provide two essentials for investors: a growing stream of income and the potential for long-term growth of capital.

Our core conviction is in the compounding power of dividend growth investing.

It’s a prudent, patient strategy that shifts the focus of an investment portfolio from speculation to owning stock in (and thereby partnering with) businesses that have a history of rewarding their shareholders.

Why We Focus on Dividend Growth

For us, an investment portfolio should do more than just grow in value; it should bring you tangible benefits. Our dividend-focused strategy is designed to achieve three key goals, customized and weighted for your unique circumstances:

Create Your Personal Income Stream

Harness the Power of Compounding

Build for Ongoing Resilience

We aim to build a portfolio that provides you with a “personal income stream”: a diversified flow of cash dividends paid by the companies you own.

This income can be reinvested to accelerate compounding, or drawn upon when needed used to help fund your lifestyle – providing a powerful source of financial flexibility.

Reinvesting dividends allows you to buy more shares, which in turn generate more dividends.

This powerful compounding effect is, in our view, one of the most effective ways to build significant wealth over time.

It’s a patient process that rewards discipline and a long-term perspective.

Companies that can consistently pay and increase their dividends are often growing, profitable, and well-managed industry leaders. The presence of dividends is usually suggestive of shareholder-oriented management.

While no investment is immune to market downturns, we find that a portfolio of these often higher-quality businesses can help provide a measure of stability and resilience when markets are volatile.

Our Strategy in Action: How We Select Investments

Our belief in dividend growth is backed by a disciplined and research-intensive process.

When building the core of our dividend-focused portfolios, we don’t just look for companies that pay a dividend; we typically look for durable, high-quality businesses with the potential to pay and grow that dividend for years to come.

Our investment focus emphasizes criteria that are straightforward and time-tested, including:

Financial Strength: Does the company have a strong balance sheet and predictable free cash flow to support its dividend?
A Competitive Advantage: Does the business have a durable "moat": a sustainable competitive edge that protects it from competitors?
Shareholder-Focused Management: Does the company’s leadership have a history of making prudent decisions and rewarding shareholders?
Attractive Valuation: Are we able to purchase the stock at a reasonable price that makes it a sensible investment?

The DGP Investment Process: Our Work at a Glance

See how we’re working for you, each and every day

Customized Solutions for Individuals and Institutions

While dividend growth investing is the heart of what we do, it’s just one component of your complete financial picture. We work closely with you to design a comprehensive, fully diversified plan that incorporates all your needs, including other investment strategies that align properly with our dividend focus. Some of our customized solutions include:

529 Plans

With college costs rising, we are here to provide expert, independent guidance to help you navigate the complexities of 529 plans. We evaluate options from states across the country to find the one that best serves your family's educational goals.

Strategic Philanthropy

When you’re passionate about giving back, you want to make sure each dollar goes as far as it can for causes you care about. We help you leverage Donor Advised Funds, providing active management to help maximize your philanthropic impact and meet your objectives in an organized, tax-efficient way.

UTMA & UGMA Accounts

These accounts provide another option to invest in your child’s future. It’s not only an opportunity to build a financial foundation for the next generation; it’s also a chance to involve children in the process by turning their account into a learning opportunity in the present as it becomes a growing resource for the future.

Advanced Retirement Planning

We design sophisticated retirement solutions for business owners and high-income professionals. These include traditional 401(k) plans, Cash Balance plans (that often allow for more significant tax-deductible contributions than a 401(k) alone), and a comprehensive suite of management and fiduciary services to support those plans.