Alley Company Dividend Portfolio SMA

Pairing Attractive Dividend Yield  with Dividend Growth

The Alley Company Dividend Portfolio, only available in an SMA/UMA vehicle, 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 current income stream and favorable risk-adjusted investment performance.

Advisor Resources

Our Time-Tested Investment Process

Our portfolio holds companies in strong financial condition, with strong relative earnings power, astute management, and a company culture of returning capital to shareholders through dividends.

Companies that are exhibiting both attractive absolute dividend yield and strong dividend growth are strongly considered for a higher relative position in the portfolio. Risk management is viewed as being integrated throughout the entire investment process

Style Classification:
Large-Cap Value

Benchmark:
Russell 1000 Value

Portfolio Inception:
June 2006

Investment Team

Steve Alley
President, Investment Management
Rik Duryea
Managing Director, Investment Management
Tom Van Vuren
Managing Director, Investment Management
R.J. D’Ancona
Vice President, Investment Management

Connect with Alley Company

Email: info@alleycompanyllc.com

Phone: 847-707-4946

Connect with Justin Stender Vice President, Business Development

The Alley Company Dividend Portfolio is a Seperately Managed Account (SMA) available through Envestnet, Fidelity FMAX, SMArtX, LPL, Orion, Adhesion, ICR, Advyzon, Vestmark, and Axxcess who are providers of integrated portfolio solutions to financial advisors and institutions.

SMAs provide clients with direct ownership of individual securities and a fully customized investment strategy tailored to their specific goals, risk tolerance, and tax considerations. Unlike pooled investment vehicles, SMAs offer greater transparency, flexibility, and control—allowing investors to know exactly what they own and why it’s in their portfolio.

Portfolio Letter and Commentaries

See insights going back to 2006

Q4 2025 Dividend Quarterly Letter

Download a PDF Version Warren Buffett, commonly known as one of the most successful investors of all time, retired as CEO of Berkshire Hathaway at the end of 2025. Since our founding in 1998, Alley Company’s investment philosophy has been influenced by Mr. Buffett in the sense that we endeavor to own high-quality businesses in client portfolios with a long-term…

Quality: In the Eye of the Beholder

Commentary

Managing Dividend Portfolios – More Art than Science

Commentary

An Award-Winning Leader in Large-Cap Value

Envestnet, 
PMC Select List

Alley Company Dividend Portfolio was added to the Envestnet | PMC Select List

Learn More

Asset Manager of the Year,
Large Cap Winner 2022

Alley Company Dividend Portfolio was named winner of the 2022 Asset Manager of the Year – Large Cap

The yearly awards, presented by Envestnet | PMC and Investment Advisor magazine recognize active managers who have beaten their benchmarks and shown solid performance in general over time. Eligibility requires the portfolio manager to have over $200 million in assets and at least three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. Alley Investment Management Company did not pay to participate or market the award. Alley Investment Management Company received the award on May 12th, 2022, for the year 2021.

Asset Manager of the Year,
Large Cap Finalist in 2015,
2020, and 2021

Alley Company Dividend Portfolio was nominated as a finalist for the 2015, 2020, and 2021 Asset Manager of the Year – Large Cap

The yearly awards, presented by Envestnet | PMC and Investment Advisor magazine recognize active managers who have beaten their benchmarks and shown solid performance in general over time. Eligibility requires the portfolio manager to have over $200 million in assets and at least three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. Alley Investment Management Company did not pay to participate or market the award. Time periods are 2014 calendar year (2015 finalist), 2019 calendar year (2020 finalist) and 2020 calendar year (2021 finalist).