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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 investment philosophy of 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.

Alley Company Dividend Portfolio Recognition

Envestnet | PMC
Select List


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

Asset Manager of the
Year 2020 Awards


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

Asset Manager of the
Year 2021 Awards


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

Investment Process

To learn more about our investment process for the Alley Company Dividend Portfolio please visit the below link.

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Dividend Quarterly Letter

To read our latest quarterly letter for the Alley Company Dividend Portfolio please visit the below link.

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Subscribe to the Alley Company Dividend Portfolio Fact Sheet and Quarterly Letter

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