For Financial Advisors

The Alley Company Dividend Portfolio is available to financial advisors, including through Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

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 current income stream and superior risk-adjusted investment performance. We achieve our results by maintaining portfolio holdings in companies with strong financial condition, strong relative earnings power, astute management, and a Company culture of returning capital to shareholders through dividends. Risk management is viewed as being integrated throughout the entire investment process.