Resources for Financial Advisors

Rising Dividend portfolio information for serving your clients

Advisor Resources


Fact Sheet
Core Rising Dividend SMA Fact Sheet

The Dearborn Partners Core Rising Dividend separately managed account portfolio invests in companies diversified across numerous sectors, which offer the potential for a yield greater than that offered by the S&P 500, plus the potential for at least mid to high single digit annual dividend growth. Our objective is to identify companies that are likely to raise their dividends with regularity over time.

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Dividend Income Report
Core Rising Dividend SMA Income Report

For the hypothetical income generated by a $200,000 investment in our Core Rising Dividend Separately Managed Account (SMA) Portfolio, please click "download".

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Fact Sheet
High & Rising Dividend SMA Fact Sheet

The Dearborn Partners High & Rising Dividend separately managed account portfolio invests in companies diversified across numerous sectors, which offer the potential for a yield greater than that offered by the S&P 500, plus the potential for mid single digit annual dividend growth. Our objective is to identify companies that are likely to raise their dividends with regularity over time. The combination of a current yield greater than the S&P 500 plus the potential for dividend increases offers.

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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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Fact Sheet
Concentrated Balanced Income 80-20 SMA Fact Sheet

The Dearborn Partners Concentrated Balanced Income 80/20 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.

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Fact Sheet
Balanced Income 80-20 SMA Fact Sheet

The Dearborn Partners Balanced Income 80/20 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.

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Concentrated Balanced Income 60-40 SMA Fact Sheet

The Dearborn Partners Concentrated 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.

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Dividend Income Report
High & Rising Dividend SMA Income Report

For the hypothetical income generated by a $200,000 investment in our High & Rising Dividend Separately Managed Account (SMA) Portfolio, please click “download”.

Download  
Fact Sheet
Balanced Income 60-40 SMA Fact Sheet

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.

Download  
Dividend Income Report
Rising Dividend SMA Income Report

For the hypothetical income generated by a $200,000 investment in one of our Rising Dividend Separately Managed Accounts (SMAs), please click "download".

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Rising Dividend Mutual Fund

Dearborn Partners offers a Rising Dividend Mutual Fund.

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