Dividend Assets Capital, LLC (“DAC”), a boutique asset and wealth management firm with a deep “Wall Street” legacy, today announced the launch of the 3D Dividend Growth ETF (NASDAQ: DVGR), an actively managed exchange-traded fund that expands access to DAC's flagship investment process—a methodology that has delivered compelling results for high-net-worth and institutional clients for over two decades.
DVGR integrates DAC's portfolio management expertise with its distinctive "3D" investment methodology, a disciplined approach that seeks to invest in companies demonstrating exceptional shareholder commitment: 3D – Double-digit Dividend growth for a Decade or moreTM. Portfolio companies must have increased their dividends by at least 10% annually, on average, for a minimum of 10 consecutive years. This rigorous standard identifies businesses across regions and market caps that we believe have durable competitive advantages and management teams dedicated to rewarding shareholders.
“Investors want to understand their investments, and trust that they will potentially be successful. That’s why our 3D methodology has resonated so well with our clients. It’s simple, transparent and makes sense—double-digit dividend growth for a decade or more,” Marc Saurborn, CFA®, DAC’s CEO & Chief Investment Officer explains.
The 3D methodology traces its origins to the 1960s when DAC co-founder Tom Cameron pioneered the concept during his distinguished career in institutional asset management. Bill Ford, CFP®, DAC’s Head of Institutional Asset Management notes that, “It’s a time-tested strategy that’s especially relevant today. Companies that have consistently grown dividends at double-digit rates over time demonstrated operational excellence, financial strength, and shareholder-focused management – qualities that have created shareholder value and lasting wealth.” Of course, past performance is not a guarantee of future results.
A Legacy of Excellence, Now Employee-Owned
DAC was founded in 2004 by Tom Cameron and Troy Shaver, accomplished financial services executives with significant experience and successful track records in the fund and wealth management world. The firm has subsequently grown into a premier registered investment advisor. In 2011, DAC transitioned to employee ownership, aligning the firm's interests even more closely with client success.
DAC's commitment to excellence has earned consistent industry recognition. The firm was named to AdvisorHub's prestigious "Top 250 Advisors to Watch" list in both 2024 and 2025, joining an elite group of firms honored in consecutive years.
An Investment Approach Tested Over Time and Aligned with Today's Investor Needs We believe DVGR is ideal for investors seeking long-term growth of capital and steadily rising income while focusing on reduced market risk:
- • Long-term Capital Appreciation: seek to invest in companies built for sustainable success.
- • Income Growth Potential: focused on companies that have increased dividends year after year.
- Volatility Concerns: broad exposure to industry sectors, size and geography.
More information about DVGR, including prospectus information, Fund holdings and strategy overview, can be found by visiting: www.dacapitaletf.com.
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ABOUT DIVIDEND ASSETS CAPITAL:
Dividend Assets Capital, LLC is a 100% employee-owned Registered Investment Advisor (RIA). As one of the largest advisory firms in South Carolina, we provide wealth management and advisory services for successful families, individuals, institutions, and advisors who seek investments that provide sustainable and rising income along with long-term capital appreciation. Our purpose is to provide peace, comfort, and security for our clients through wealth advisory and investment services delivered clearly and simply. For more information, please visit www.dacapitalsc.com or call 843-645-9700. DAC-25-047
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MEDIA CONTACT:
Bill Ford, CFP®
Dividend Assets Capital, LLC 56 Riverwalk Blvd.
Ridgeland, SC 29936
843-645-9700
Disclaimer:
This is not an endorsement or recommendation. All investments carry significant risk and all investment decisions of an individual remain the specific responsibility of that individual. There is no guarantee that it will result in profits or that it will not result in a full loss or losses All investors are advised to fully understand all risks associated with any kind of investing they choose to do.
There is no offer to sell, no solicitation of an offer to buy, and no recommendation of any security or any other product or service in this article. Moreover, nothing contained in this PR should be construed as a recommendation to buy, sell, or hold any investment or security, or to engage in any investment strategy or transaction. It is your responsibility to determine whether any investment, investment strategy, security, or related transaction is appropriate for you based on your investment objectives, financial circumstances, and risk tolerance. Consult your business advisor, attorney, or tax advisor regarding your specific business, legal, or tax situation.
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Published by: Randy Rohde