What started out as three Chicago investment managers with a desire to provide a more personalized level of service has grown into a full team of experienced finance professionals. Carol manages Dearborn Partners' Core Rising Dividend Portfolio and High & Rising Dividend Portfolio strategies. For nearly three decades, Carol has managed investments according to her Rising Dividend philosophy, first for A.G. Edwards and its successor firms.
She joined Dearborn as a partner from Wells Fargo Advisors in 2011 and has 30+ years of investment experience. She is a past president and a member of the Board of Governors of the St. Louis Society of Financial Analysts and a member of the CFA Institute. Mike serves as the co-portfolio manager for the Rising Dividend strategies.
She joined Dearborn as a partner from Wells Fargo Advisors in 2011 and has 30+ years of investment experience. She is a past president and a member of the Board of Governors of the St. Louis Society of Financial Analysts and a member of the CFA Institute. Mike serves as the co-portfolio manager for the Rising Dividend strategies.
Services
In 1997, three Chicago investment managers with a desire to provide a more personalized level of client service joined together as Dearborn Partners LLC. An independent, privately held firm based in Chicago, Dearborn Partners has 23 employees and manages assets for financial advisors, private clients, institutions.
The Core Rising Dividend separately managed account portfolio invests in companies diversified across numerous sectors, which offer the potential for a yield greater than that offered by the S&P 500, plus the potential for mid- to high-single digit annual dividend growth over the long term.
The combination of a current yield greater than the S&P 500 plus the potential for dividend increases offers investors a portfolio that we believe will perform well in both rising and falling markets.
The combination of a current yield greater than the S&P 500 plus the potential for dividend increases offers investors a portfolio that we believe will perform well in both rising and falling markets.
We strive to build a relationship with each client that is personal, consultative, and based on trust. Our goal is to deliver tailored advice that leads to financial success while giving our clients comfort in the process. An effective wealth advisor is more than just a money manager.
We hope to serve clients as their financial quarterback by managing portfolios within the context of a broader advisory relationship that encompasses each family's unique circumstances.
We hope to serve clients as their financial quarterback by managing portfolios within the context of a broader advisory relationship that encompasses each family's unique circumstances.
This is Dearborn's 5th fee reduction since launching the portfolio in April of 2013. In this role, he is responsible for growing the wealth management practice, expanding career growth opportunities within the firm, and delivering exceptional service and advice to the firm's clients. With more than 12 years of experience, .
The Dearborn Partners Core Rising Dividend separately managed account portfolio invests in companies diversified across numerous sectors, which offer the potential for a yield greater than that offered by the S&P 500, plus the potential for at least mid to high single digit annual dividend growth. Our objective is to identify companies that are likely to raise their dividends with regularity over time.
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