Dividend Strategy GIPS Composite Report

Quick Facts

As of

March 31, 2026

Fund
SMA Inception Date
1/1/2009
Benchmark
S&P Dividend ETF
Strategy AUM
$51.25M
Vehicles Available
Separate Account
Investment Minimum
Negotiable
Fees
Negotiable

Meet the Team

Brian Hennessey, CFA
  • 18 years industry experience
  • BA: Williams College
  • MBA: M.I.T.
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Sarah Hunt, CFA
  • 26 years industry experience
  • BA: Wesleyan University
  • MBA: Fordham University
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Mark T. Spellman
  • 32 years industry experience
  • BS: Boston College
  • MBA: UMass Amherst
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