Patrumin U.S. Dividends Plus+ Equity Strategy

The Patrumin U.S. Dividends Plus+ Equity Strategy is a specialty product we created due to persistent customer requests and inquiries. There are two powerful demographic trends: 1) the aging of America’s baby boomer population and 2) the ever-increasing life expectancy of our population, families need to find a way to generate income for longer periods of time.

This portfolio is specifically constructed to include only 25 U.S.-traded stocks that pay cash dividends and is diversified with holdings across multiple economic sectors.

The performance goal is to simply beat the total return of the S&P 500* over a market cycle (coincident with an economic cycle) of 4-to-6 years.

The “Plus” in the product name signifies that we also hope to realize capital appreciation with a portion of the stock holdings to accentuate total investment returns of the strategy.

*Indices are unmanaged and investors cannot invest directly in an index. The Standard & Poor’s 500 (S&P 500) is a subjectively formed, unmanaged group of securities considered to be representative of the stock market in general. It is a market value weighted index with each stock’s weight in the index proportionate to its market value.


Additional information about The Patrumin U.S. Dividends Plus+ Equity Strategy can be found in the product factsheet PDF, including: performance, top ten positions, sector weightings and detailed information about the strategy. For more information, please email us at