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Faithful Dividend Growers Strategy
The Faithful Dividend Growers Strategy provides a values-screened exposure to U.S. equities with a history of both consistently increasing and paying dividends. The strategy takes the S&P U.S. Dividend Growers Index and screens out companies not aligned with biblical values. The strategy is then optimized to balance factors, ratios, and tracking error. The strategy is designed to perform differently than the base index due to its faithful tilt, tax-aware design, and avoidance of risk factors associated with non-aligned companies.
- Direct Client Assets: Clients own the stocks in their accounts, unlike gaining exposure through a mutual fund or ETF, removing fund redemption and fund closure risks.
- Tax Awareness: The strategy can accommodate individual client tax budgets for both short-term and long-term capital gains.
- Biblical Values Screen: The strategy does not invest in index securities that violate our values screening criteria.
- Flexibility: Unlike an exact index replication, the strategy has the flexibility to be tactically positioned, bringing advantages from our active management experience.
- Rebalancing: The strategy is re-optimized at least annually to match changes to the
associated index, as well as in response to tracking error deviations.
U.S. Treasury Ladder Strategies
U.S. Treasury Ladder Strategies provide yield and income through “ladders” of short-term
United States Treasury Bills, Notes, and Bonds. The strategies seek to provide a managed
solution for investors seeking income from bond exposure, while also maintaining
principal.
Strategy Options
- 3-Month U.S. Treasury Bullet: Investment in a 3-Month US Treasury Security that is
reinvested at maturity. - 6-Month U.S. Treasury Ladder: Investment split between 3 and 6-Month US
Treasury Securities, with maturities reinvested in the last rung. - 1-Year U.S. Treasury Ladder: Investment split between quarterly US Treasury
Securities over the next year, with maturities reinvested in the last rung. - 3-Year U.S. Treasury Ladder: Investment split between quarterly US Treasury
Securities over the next Three Years, with maturities reinvested in the last rung.
Bond Ladder Highlights
- The strategies limit credit risk by only holding obligations backed by the full faith and credit of the United States Government.
- The strategies seek to provide income through bond coupons and accrued interest with exposure to short-term interest rates.
- The strategies seek to limit liquidity and reinvestment risks by having a portion of assets set to mature each quarter or year and reinvested at then-current interest rates.
- By holding short-duration United States Government debt, the bond ladder can reduce portfolio-credit and interest-rate exposure versus a broad bond allocation.
Proud to Own Strategies
The Proud to Own strategies are biblically responsible investment solutions that empower investors to align their faith with their finances. Our experienced wealth managers and proprietary screening process help identify companies that reflect biblical values while striving for meaningful, long-term returns. These investment strategies are rooted in discernment, integrity, and performance.
- Biblically Responsible Investing: Every company we select passes our strict values-based screening to ensure alignment with Christian principles.
- Proprietary Screening Process: We focus on profitability without compromising biblical convictions.
- Five Key Investment Metrics:
- Financial Health: Prioritizing companies with strong balance sheets
- Earnings Trends: Favoring stocks with rising and consistent earnings
- Valuation: Targeting reasonably priced opportunities
- Relative Strength: Seeking stocks with strong price momentum
- Risk Profile: Selecting companies with a favorable risk/reward ratio