The Signature Equity Investment Series is a group of portfolios whose unifying theme and overarching goal is to create a stable and growing income stream primarily from the dividends of common stocks.

The Signature Equity Investment Series Lineup Includes:

The Signature Equity Income Strategy

Our core income offering is comprised of companies that typically pay a dividend yield higher than that of ‘the market” average. They also have a history of growing their dividend, although that growth is secondary to current income. This Equity Income Strategy is typically paired with a portfolio of individual bonds for risk mitigation as well as additional income.

The Signature Total Income Strategy

This portfolio is an asset allocated version of the Signature Equity Income Strategy. It contains all of the stocks (and ancillary funds) of the Equity Income Strategy and enhances them with primarily fixed income Exchange Traded Funds (ETF’S) to balance out risk and volatility all within one portfolio.

The Signature Capital Growth Strategy

Firms that generate high levels of cash flow growth, demonstrate competitive advantages, develop an economic moat, and have low levels of debt will be targeted for the Capital Growth Strategy. This program is typically more volatile and appropriate either for young investors who have a high-risk tolerance and longer time horizons or accounts such as Roth IRA’s that are usually a smaller portion of a client’s total wealth.

The Signature Blue Chip Equity Strategy

A strategy that incorporates low volatility, defensive stocks which pass a fundamental screening process and are then used to build a diversified portfolio. The objective of the portfolio is to reduce volatility and protect on the downside while providing income during a time when bonds do not have the necessary yield to do so. This strategy is meant for clients with a low capacity to take risk and who are well ahead of their overall financial goals, but who still desire a return above that which is available in traditional fixed income sources.