We’ve been managing our specialized discretionary portfolio, Dividend Value Discipline (DVD for short) since 2000. This portfolio is designed to achieve medium to long-term growth through dividends, interest, and moderate capital gains. It is our premier investment service offered to our clients and receives our highest level of attention. We’ve included the last few years of our quarterly commentaries for your review. These commentaries explain in further detail about the investment environment, what has been changed and how it’s affected the portfolio.

Quarterly Commentary






For further information about our DVD portfolio and how it can help meet your financial goals, please click here