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Equity Investing. We seek to buy growing, profitable, and well-capitalized businesses at reasonable prices. The habit of relating quality to value is central to the WCA equity investing process. Read More. Asset Allocation. A comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance.
- Equity Investing
Equity Investing. We seek to buy growing, profitable, and...
- Income Builder
We view a well-constructed portfolio as a triangle. At the...
- Rising Dividend
This portfolio seeks quality, large-cap companies with...
- About WCA
Washington Crossing Advisors, LLC (WCA) is registered as an...
- Victory
Victory Portfolio. Separately Managed Account. The WCA...
- Insights
At Washington Crossing Advisors (WCA), we go to great...
- Media
Kevin Caron, CFA, senior portfolio manager at Washington...
- Principles
Emotions can lead to costly decisions. A recent study by...
- Form CRS
Washington Crossing Advisors, LLC | A Subsidiary of Stifel...
- Fixed Income
Separately Managed Account 1-10 Year Laddered Corporate Bond...
- Equity Investing
- Separately Managed Account
- Quality
- Steadily Rising Dividends
- Value
- Style Considerations
This portfolio seeks quality, large-cap companies with rising dividends at reasonable valuations. A quality company should have low debt, stable cash flow, and productive assets. We generally look for firms with five or more consecutive calendar years of dividend increases. Moreover, we attempt to buy these quality companies without paying premium ...
The watchword for the WCA Rising Dividend Portfolio strategy is quality. We look for resilient, conservatively-financed businesses with a competitive advantage. Academic studies show that quality is one of the few market anomalies that tend to persist over time.
Eligible companies must have demonstrated at least five consecutive years of dividend increases. Failure to raise the dividend is grounds for removal from the portfolio. Yet, we do not see a rising dividend as an end in itself, as much as a means to find quality. Thus, dividend growth rather than dividend yield is most important to us.
Quality endures and we seek to buy it at a reasonable price. We use a proprietary valuation process using leading-edge techniques.
We seek solid risk-adjusted returns and income growth, but no strategy outperforms in all markets. Quality styles tend to perform better in flat to down markets, but lag in strong bull markets. Because the strategy avoids high debt and volatile earnings, performance can differ substantially from traditional value strategies.
Victory Portfolio. Separately Managed Account. The WCA VICTORY PORTFOLIO seeks capital appreciation through a value-driven, flexible-mandate. Candidate companies may vary in size, sector, and style. When fully invested, the portfolio seeks to invest in 20-30 companies that are: Growing.
Aug 13, 2024 · Washington Crossing Advisors, registered in 2017, serves 53 state(s) with a licensed staff of 4 advisors. Washington Crossing Advisors manages $1.9 billion and provides investment advisory services for 3,243 clients (1:811 advisor/client ratio).
- $1.9 billion
- 1:811
- $599,477
Washington Crossing Advisors is a registered investment advisor and wholly-owned subsidiary of Stifel Financial Corp. WCA helps supervise and manage over $9 billion in discretionary assets for...
Washington Crossing Advisors LLC (CRD# 281511) is a financial advisory firm headquartered in Florham Park, NJ. They manage $3,104,228,022 in 3,391 accounts and serve the financial needs of clients across 53 states (or territories).
Jan 26, 2021 · CHARLOTTE, N.C., Jan. 26, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA)...
