Skip to content

Strategies

Brookmont’s disciplined approach finds value, strength and growth through unique insights and analysis.

Dividend Growth Strategy

Since 2008, our award-winning Dividend Growth Strategy has exhibited superior long-term performance. This has been accomplished through highly selective, appropriately diversified portfolios that provide above-average current yield and are focused on dividend growth leading to superior long-term total return. The Strategy includes well-run mid and large cap companies across all sectors of the economy.

Dividend Growth Strategy Annualized Returns and Graph 03312024

Quality Growth Strategy

The Quality Growth Strategy features a diversified portfolio that places an increased emphasis on long term free cash flow growth prospects. The Strategy is not restricted by a minimum yield requirement which allows the portfolio to hold stock in well-run companies that are experiencing accelerated growth in revenue and earnings.

Annualized Returns and Performance Graph 03312024-2

Core Dividend Strategy

The Core Dividend Strategy features a unique portfolio that focuses on a more long term growth policy.

Core Dividend Equity Strategy Annualized Returns and Graph 03312024

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 (UIT) portfolios that focus on dividend-centric equities. The Brookmont Equity Dividend UITs are available for purchase through national and regional brokerage firms.

Mutual Funds Sub-Advised by First Foundation

Our products are available through institutions and select advisory platforms.

Request a Meeting

Book Your Appointment