Dividend strategies continue to grow in popularity due to many factors in the macro environment: sluggish economic growth, volatility, heightened risk aversion and low interest rates on fixed income securities. Dividend oriented stocks may offer a higher current yield than many fixed income securities. Our strategy not only focuses on companies with high paying dividends, but companies with potential to grow these dividends over time. Dividend strategies may prove to be less volatile during bear markets yet still may provide attractive inflation protection and real total returns in bull markets. Our Dividend Growth Strategy can work in client portfolios in several different ways depending on the allocation of assets.

If you would discuss specific allocation combinations or how this strategy may fit your client’s portfolio, please contact our team.

What’s different?  A “forward looking” selection process, direct access to Portfolio Managers, possibility for high levels of customization and low manager fees.

Berkshire Dividend Strategy Fact Sheet 12.31.2020

Berkshire Dividend Strategy Scorecard 12.31.2020

Berkshire 2020 4th Quarter Commentary

Berkshire Dividend Strategy Guide 12.31.2020

Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A and 2B. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.
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