Core Rising Dividends Resources for Financial Advisors

Rising Dividend portfolio information for serving your clients

Advisor Resources


Fact Sheet
Multi-Asset SMA Fact Sheet

The Dearborn Partners Multi-Asset Separately Managed Account (SMA) provides three primary investor benefits. First, the portfolio emphasizes above-average current income. Second, at the same time of providing above-average current income, the portfolio is focused on the discipline of providing a growing stream of income. This growing stream of income is generated primarily through the ownership of dividend-growing stocks. Finally, the portfolio maintains a “go-anywhere” asset allocation, seeking

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Dividend Income Report
Multi-Asset SMA Income Report

The Dearborn Partners Balanced Income 60/40 Portfolio is designed for clients seeking the potential for rising income with the decreased portfolio risk and volatility historically attributed to adding fixed income to all-equity portfolios. Equity is targeted at 60% of the portfolio. Fixed income is targeted at 40% of the portfolio. Equity investments utilize Dearborn’s existing Core Rising Dividend strategy, seeking companies offering the potential to consistently increase dividends. Fixed incom

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