Bender Equity Blended Strategy
Our Equity Blended Strategy is comprised of a mixture of our Equity Growth Strategy and our Equity Dividend & Income Strategy. The balance of assets between these two disciplines can be determined by working with clients to understand their investment needs and how we can best tailor their portfolio to align with these desires. The combination of growth equities and dividend income allows clients to participate in the more dynamic areas of growth in the economy, while enjoying the stable income of established industry leaders.