Our core strategy
Investment management you can understand.
The core investment philosophy at Settlement Capital Advisors is straightforward: own great companies, hold them patiently, and let dividends do the heavy lifting. It's the strategy this firm was built around — and the foundation we coordinate other tools and approaches against, depending on what a client's situation calls for.
The strategy
Extreme value. Large-cap dividend growers.
This approach centers on disciplined ownership of high-quality, dividend-paying companies, with dividends automatically reinvested for long-term compounding. The cornerstone of how this firm has invested since its founding — applied alongside other strategies suited to a client's goals.
We focus on established, large-capitalization companies with durable businesses and a track record of growing dividends — selected against strict standards for price, performance, and quality.
Dividends are automatically reinvested. Over time the math compounds: more shares produce more income, which produces more shares.
Portfolios are managed for conservative, long-term dividend gain — not short-term price action or trend-chasing.
Inspired by Graham & Buffett
Time-tested principles, applied with discipline.
Strategy starts with self-knowledge. We define what success looks like for you before building a portfolio around it.
We pay attention to price as well as quality — buying durable businesses when the math gives us room to be wrong.
Markets move. A long-horizon strategy uses volatility as an opportunity, not a reason to react.
Research that matters
Sound insights drive sound decisions.
SCA investors benefit from the work of established research analysts covering equity and fixed-income markets — in the U.S. and around the world. Their work helps us identify risks and opportunities that support our large-cap dividend strategy and inform other investment activity tailored to your circumstances.
Getting started
Account minimum of $100,000.
New client relationships at Settlement Capital Advisors begin at $100,000 in investable assets. The threshold lets us stay intentionally selective — and provide the depth of planning, coordination, and stewardship every client should expect from us.
Freedom from worry
A strategy built for the long haul.
Personal injury victims, attorneys, and select individual investors can take comfort in knowing SCA is carefully managing their wealth. While no investment is ever guaranteed, our large-cap dividend strategy is built around the kind of long-term discipline that has demonstrated value through full market cycles — and we coordinate it with the other tools and approaches a given situation calls for.
Ready to see how this fits your goals?
We'd be glad to walk you through how the strategy might apply to your situation — there's no obligation.
© Settlement Capital Advisors, LLC. All rights reserved. Settlement Capital Advisors, LLC is registered as an investment adviser in the States of Oregon, Washington, and Colorado, and may serve clients in other states pursuant to the de minimis exemption. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Settlement Capital Advisors does not provide tax or legal advice. Information on this website regarding tax, estate, or legal matters is provided for general informational purposes only and is not a substitute for advice from a qualified tax professional or attorney; clients should consult their own tax and legal advisors regarding their specific circumstances. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.
