Monte Equity Income Strategy

We are excited to announce our firm has launched a separate account strategy, Monte Equity Income. The Monte Equity Income Strategy seeks to achieve capital appreciation and income growth driven by two factors: owning companies that focus on dividend per share growth and implementing a reallocation strategy focused on yield.

The separate account strategy is an extension of the equity portfolios we manage for our private wealth clients. It provides us with the opportunity to work directly with institutions, particularly foundations, non-profit organizations, and other RIA firms interested in using our strategy for their clients.

The strategy may be found on eVestment Alliance. Also, further information is provided on our website under Institutional Strategies.

Share this:
Share this: