Our Investment Strategy
Low-Cost Wealth Management With No Account Minimums
At Settlement Capital Advisors (SCA,) our investment strategy and primary investment methodology is extreme value and world-dominating blue chip dividend growers on automatic reinvestment for maximum income.
Our primary fee is 0.90% (9/10ths of 1%) regardless of account size. Others charge 1.2% to 1.8% (or more).
We know what kind of damage high investment costs can do to investment performance, so our service fees are among the lowest in the industry.
Other advisors wont accept low-value accounts. However, we will accept any account size – no minimum.
Investment Management You Can Understand
Settlement Capital Advisors’ world-dominating Blue Chip Dividend Grower investment strategy is inspired by the principles of Benjamin Graham (1894–1976) and his famous pupil, Warren Buffet:
- Know what kind of investor you are
- Invest with a margin of safety
- Expect volatility and profit from it
Our strategy focuses on the selection of high quality, dividend-paying stocks that meet strict standards for price and performance. These are investments in some of the largest, most successful companies in the world. Furthermore, we manage your portfolio for conservative, long-term dividend gain. As a result, this provides for income and growth that meets or beats the rate of inflation.
Research That Matters
Successful investing requires sound insights. Consequently, SCA investors benefit from market research by eminent research analysts covering equity and fixed income (stock and bond) investments in the U.S. and around the world. These market experts identify risks and opportunities that help support the SCA Blue Chip strategy, as well as other investment activities that may vary depending on your expectations and circumstances.
Freedom From Worry
Personal injury victims and attorneys can take comfort in the knowledge that SCA carefully manages their wealth. While no investment can ever be guaranteed, our Blue Chip Dividend Strategy has stood the test of time.