The Trust seeks above-average total return through a combination of capital appreciation and dividend income.
Under normal circumstances, the Trust will invest at least 80% of its assets in dividend-paying securities.
Brookmont Capital Management (“Brookmont”) is an employee-owned registered investment advisor whose investment strategy is based on a portfolio of individual equities that provide attractive current yields, potential dividend growth, and the opportunity for capital appreciation. They execute a top-down approach, beginning with a solid understanding of current economic and market cycles, and use their macroeconomic outlook in determining their asset allocation models, sector weightings, and seek to identify attractive areas of the market.
The Trust is a unit investment trust which invests in common stocks with above-average dividend yields and the potential for long-term capital gains. Not limited to a certain “style,” Brookmont selects stocks they believe offer attractive valuations with below-market risk profiles.