The Income Aristocrats
Low Cost Individualized Accounts
The Income Aristocrats –
Diversified Income & Growth of Principal
Durig Capital is proud to introduce its first hybrid investment solution, The Income Aristocrats. Designed to provide investors with growth of principal and diversified income streams from fixed income with blue chip equity from the S&P 500 and the DOW Jones Industrial Average providing high dividends, this strategy participates in both equity and bond markets, from various market exchanges. Potentially one of the most diversified portfolio strategies that Durig has created to date, the Income Aristocrats diversify across issuers, industries, asset types, and market exchanges, allowing investors to benefit from both the high levels of income and growth of principal that the strategy is designed to produce.
The Income Aristocrats Portfolio is in essence a 1/3 split between Durig’s Fixed Income 2 (FX2) Managed Income Portfolio for fixed income, its Dogs of the S&P 500 Portfolio for higher yielding blue chip dividends on the S&P 500 and the last third is allocated to its Dogs of the DOW, designed to capture the dividends of higher yielding blue chip stocks listed on the DOW Jones.
Durig’s Income Aristocrats Portfolio Strategy utilizes the following proven strategies:
Income Aristocrats Weighting:
This Dividend Aristocrats portfolio utilizes a dynamic level of stock weighting, with the highest dividend paying companies.
Income Aristocrats Trading:
The Income Aristocrats stock trading is 100% free of all commissions, bonds to have limit costs.
Dividend Aristocrats Re-balancing:
Every quarter the stocks are Re-balance the bonds will continue .
Durig has a focus on Solving Your Income Needs Through Transparent Fiduciary Services that provide:
Very Low Overall Cost:
Dogs portfolios have only .50% fees
Personal One-on-One Continuous Service:
Our in house investment registers advisors at Durig answer all phone calls, and hopefully on the first ring, as we want to help you.
Using Proven Investment Strategies that have Outperformed over Time:
Most if not all of our strategist are proven, over time, to outperform their peers before we integrate them into our services.
Durig provides a wide selection of fixed Income, dividend income and growing dividend income portfolios, including the “Dogs” and “Aristocrats” portfolios for those looking to increase or even grow their income over time.
Since we offer our customized investment management services in-house, we keep our cost down to the wholesale levels, even to the public. .
Our professional, personalized services enables access to a broad spectrum of bonds, income stocks, high yields, and lower overall cost, that are often found only in very large no service mutual funds.
At Durig we our proud to provide higher levels of customized individual performance and personnel fiduciary services all at a very low overall cost.
Annual Cost: .50 or 1/8 of a percent per quarter.
Minimum Investment: $125,000
Minimum Holding Period: None
The Income Aristocrats U.S. S&P Historical Performance
The Income Aristocrat History vs Benchmarks
Click on one of our highly successful portfolio strategies below to learn more!
What Durig’s Dogs of the Dow Provides to Simplify the Investment Process:
We work with the leading US low cost platform of Charles Schwab as our primary custodian.
We provide the highly preferred e-document services providing all simplified paperwork completely with you signature though one simple email.
We hope to make the whole, even online, investment process simple, easy, with very low overall cost and today often with zero trading fees. All of this effort is designed to provide a superior resource for value income clients.
All of this effort is designed to provide a superior fiduciary resource for our value income clients. So if you want to need to generate more income simply give us a call or email.
We offer our successful investment strategies of Fixed Income 2 (FX2) Portfolio, Dividend Aristocrats, the Income Aristocrats Portfolio along with are many Dogs Portfolios to other Charles Schwab Registered Investment Advisors through segregated accounts.
Our price is the very low cost of only 1/2 a percent and the RIA can apply an additional fee that they believe is best situated for your clients and or your firm.
Please review the right hand column for programs available.
Durig also holds an A+ Rating from the Better Business Bureau.