Advisors allocate through platforms.
In response to client demand, Advisory Research has enabled access to Global Select Dividend and U.S. Select Dividend through Envestnet. This allows advisors already operating within that ecosystem to incorporate our institutional-quality strategies without changing their existing portfolio construction process.
The addition supports:
- Implementation within unified managed accounts and model portfolios
- Integration with existing trading and rebalancing workflows
- Operational efficiency at the advisor and platform level
- Broader access to high-quality strategies that rank highly among their institutional peer groups
The Select Dividend strategies follow a disciplined, global equity style, implemented through a concentrated portfolio of high-conviction, cash-generative businesses. A stable team and consistent framework support a long-term orientation and low turnover. Availability through Envestnet aligns the strategies with how advisors allocate capital in practice.
This step reflects a continued focus on aligning our investment capabilities with advisor demand and expanding access through the platforms where portfolios are built.
More information on the Advisory Research Select Dividend Strategy can be found here.
Please see Advisory Research’s Form ADV Part 2A, which is available upon request, for more information.
Advisory Research is providing this material for informational purposes only. The information provided is not intended to recommend any company or investment described herein, and is not an offer or sale of any security or investment product or investment advice. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country or place of residence.
Certain information contained herein constitutes forward looking statements, projections and statements of opinion (including statements of financial market trends). Such information can typically be identified by the use of terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “project”, “estimate”, “intend”, “continue” or “believe” or comparable terminology. All projections, opinions and forward looking statements are based on information available to Advisory Research as of the date of this presentation, and Advisory Research’s current views and opinions, all of which are subject to change without notice. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in forward looking statements. Additionally, information and views presented herein may be drawn from third-party or public sources which are believed, but not guaranteed, to be reliable and which have not been verified for accuracy or completeness.
Advisory Research’s strategies are actively managed and not intended to replicate the performance of any cited index: the performance and volatility of Advisory Research’s investment strategies may differ materially from the performance and volatility of a cited index, and their holdings will differ significantly from the securities that comprise the index. You cannot invest directly in an index, which does not take into account trading commissions and costs.
Advisory Research is an investment adviser in Chicago, IL. Advisory Research is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Advisory Research only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Advisory Research’s current written disclosure brochure filed with the SEC which discusses among other things, Advisory Research’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.