What matters most to you in a client-advisor relationship? Does your firm have a mission and vision? What value do you provide for your clients—and how will you deliver it? How are you helping them meet their financial goals?
Syntax Data’s output includes back-tested performance, detailed statistical analysis, and an institutional-grade methodology document that provides total transparency into the investment process.
Cullen Capital Management introduces its DIVP ETF, combining disciplined value investing with enhanced income strategies. Designed for financial advisors and investors seeking steady income, DIVP utilizes covered call options to target a 7% total yield—an attractive alternative to traditional bonds. The strategy focuses on dividend growth, undervalued opportunities, and active management. By blending equity exposure with dividend growth, DIVP offers a compelling solution for those seeking both income and long-term growth in today’s market.