Dividend Equity Strategies

Dividend Equity Strategy

The firm's hallmark portfolio  that provides above-average current yield and is focused on long-term total return. The Strategy includes mid and large-cap companies with a blend of value, core, and growth stocks. 

Core Dividend Strategy

A truly "core portfolio" that balances current income and annual dividend growth. The Core Dividend Strategy blends the current holdings from the Dividend Equity Strategy and Dividend Growth Strategy. The Strategy normally holds more than 40 individual securities and places an equal weighting on current income and dividend growth. 

Dividend Growth Strategy

 A dynamic portfolio that places more value on annual dividend growth than current yield. The Strategy is not restricted by a minimum yield requirement and allows the portfolio to hold stock in companies that are experiencing accelerated growth in revenue and earnings.  

Our SMA products are available through leading platforms

Brookmont Equity Dividend Unit Investment Trusts

Brookmont Capital has partnered with First Trust Portfolios, LP and serves as an advisor for a series of Unit Investment Trust portfolios (UIT) that focus on dividend-centric equities. The Brookmont Equity Dividend UIT funds are offered by First Trust and are available for purchase through national and regional brokerage firms. 

Click on the link below for information on the currently available UIT fund. You will be forwarded to the First Trust website.  

brookmont equity dividend, series 17 (FZYDUX)