The objective of the MAI Dividend Strategy is to invest in companies that produce consistent and robust dividend growth supported by growing free cash flow. The portfolio provides an above average dividend yield and is comprised of 30-40 firms, diversified across sectors and industries. The strategy focuses on generating a growing stream of dividend income while providing capital appreciation for long-term total return.
All investments are subject to risk, including the loss of principal. There is no guarantee that the investment strategy presented will achieve its intended result. Past Performance is not indicative of future results.
Chris is the Chief Equity Strategist and Regional President at MAI. In this role he supervises the proprietary equity portfolios within MAI while also providing an outlook on the equity markets as a whole. In addition, Chris is the lead portfolio manager of the Focused Equity Portfolio, which is a concentrated portfolio of large capitalization U.S. equities. Prior to joining MAI in 2020, he was the owner and founder (in 1999) of Grisanti Capital Management (“GCM”). His analytical background led GCM to focus on concentrated, long-term investments, driven by extensive research. Prior to GCM, Chris practiced corporate law at the New York firm of Simpson Thacher & Bartlett before joining the investment company Spears Benzak Salomon & Farrell (SBSF) in 1994, where he was Director of Research, supervising a team of nine analysts.
Andrew is a Portfolio Manager at MAI, working with the Dividend Strategy and High Income Equity Portfolio teams. He joined the firm in 2014 after earning his Bachelor of Science in Business Administration with concentrations in Finance and Investment Management from The Ohio State University. Andrew also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland.
Rick became Managing Partner of MAI Capital Management, LLC on February 1, 2007, after spearheading the acquisition of McCormack Advisors International by his prior firm BC Investment Partners. Rick was a founding partner of BC which offered wealth advisory services including a global equity hedge fund and a long-only high quality dividend strategy. Prior to BC, Rick was Chief Executive Officer for Victory Capital Management, a subsidiary of KeyCorp, from 1999 to 2005. Rick graduated from Fordham University with a BS in Accounting and was inducted into the Hall of Fame. He is a member of the American Institute of Certified Public Accounts and is an active member of Cleveland’s charitable and civic community.
Erik is an Institutional Business Development Officer at MAI, joining the firm in 2013. He is responsible for business development and distribution of the firm’s proprietary strategies to institutions. Prior to MAI, Erik was a Product Manager at PNC Investments where he was responsible for the launch of online trading & investing and structured products. Additionally, he was a Staff Sergeant in the Ohio Air National Guard where he worked in the Accounting Liaison Office. Erik earned his Associates in Applied Science from the Community College of the Air Force, his BA in Economics from Denison University and his MBA from Ashland University. He is actively involved in his community, serving on St. Augustine’s Associate Board.