The Rising Dividend Portfolio by Montello Wealth has the Baby Boomers of Palm Beach Buzzing with Excitement as They Start to Rebuild Their Portfolios

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The Rising Dividend Portfolio offered by Montello Wealth Management is creating quite a buzz with the baby boomers and retirees of Palm Beach because this refreshing dividend strategy provides above average current income with modest market risk from historically defensive sectors such as Consumer Goods, REITs, Energy, Health Care, MLPs, Telecom and Utilities.

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The Rising Dividend Portfolio is a perfect fit for conservative investors looking for an increasing annual income stream from some of the safest and best dividend paying companies in the United States.

The Rising Dividend Portfolio offered by Montello Wealth Management is gaining tremendous momentum and creating quite a buzz in Palm Beach as Baby boomers and retirees start to rebuild their investment portfolios in 2011 and beyond.

The Rising Dividend Portfolio consists of 25 high quality dividend yielding stocks using companies from historically defensive sectors such as Consumer Goods, REITs, Energy, MLPs, Health Care, Telecom and Utilities. Many of these companies have been paying dividends for more than 100 years and some have been increasing their dividends each and every year for over 25 years. The portfolio serves conservative investors who seek above average current income with relatively modest market risk.

According to Larry Montello, CFP®, " We seek companies that demonstrate a strong balance sheet, growing cash flows, superior financial strength and who continue to raise dividends for their shareholders each and every year. Our client's feel safe investing in a portfolio with such strong fundamentals and they like the fact that the companies in this portfolio supply the products and services they use on a daily basis such as food, housing, utilities, telephones, cable, healthcare products and clothing. We believe the Rising Dividend Portfolio is a perfect fit for conservative investors looking for an increasing annual income stream from some of the safest and best dividend paying companies in the United States".

The rising dividend strategy is gaining traction with baby boomers because they are starting to realize how important it is to build up their investment portfolio and retirement accounts in a safe and prudent manner as they make our final push toward retirement. The portfolio is also very attractive to retirees because they know the current income from this portfolio will increase each and every year coupled with the potential of capital appreciation. This is far better than current Bank CD’s, low yielding treasuries and many fixed income investments. Both groups realize that solid returns using some of the oldest and best dividend paying companies can make a huge difference for their families and their legacy.

The outstanding performance of the Rising Dividend Portfolio will continue to provide capital appreciation with the added benefit of an increasing income stream for baby boomers and beyond.

For more information about this dynamic rising dividend strategy call Larry Montello, Managing Director at Montello Wealth Management.

Montello Wealth is a Registered Investment Advisory Firm located in the State of Florida.
2401 PGA Blvd # 280, Palm Beach Gardens, Florida 33410. 561-694-6660 or on the web at http://www.montellowealth.com

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Larry Montello, Managing Director
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