The Alley Company Dividend Portfolio seeks to achieve a balance between attractive absolute dividend yield and strong dividend growth underpinned by quality company fundamentals. Our goal is to produce an attractive and rising income stream along with capital appreciation. We seek out companies with proven track records of dividend payout as well as strong balance sheets and durable competitive advantages in their businesses.

The Alley Company Core Portfolio seeks to compound long-term rates of return by investing in high-quality growth companies. We build portfolios of leadership companies with proven track records and strong potential for sustainable future growth in revenue, earnings, and free cash flow. Attractive dividends are an important part of the portfolio, but we will also invest in companies that choose to reinvest cash flow into growth opportunities, acquisitions, or share repurchase activity.

In building and managing asset-allocation programs, we focus on risk-adjusted returns. Through asset allocation, we seek to increase overall return for a given degree of risk, or to reduce overall risk for a targeted level of return, depending on a client’s needs. For asset allocation to produce successful risk-adjusted returns over any meaningful time frame, the right asset classes with the right properties must be blended together in the right proportions.

Alley Company utilizes ETFs to complement our proprietary products and to build out our asset-allocation programs. We engage in extensive analysis to determine which ETFs are appropriate for our investors. We focus on low-cost, liquid and tax-efficient ETFs that help us gain exposure to important asset classes such as small and mid-cap U.S. equities, international equities, and fixed-income.

Other customized investment solutions offered by Alley Company include careful management of concentrated stock positions and strategies for achieving a targeted level of portfolio income. Our expertise in the options market can facilitate the disposition/diversification of a concentrated stock position and can enhance portfolio income. We also provide advice on any number of capital markets or financial-related matters specific to a client.

Alley Company uses an industry-standard portfolio management reporting system. This approach allows us to provide our clients with information regarding their total portfolio, including asset classes, performance measurement and cost-basis reporting for tax accounting.