There are several distinct advantages for adding the Brookmont Capital Dividend Equity Strategy to your portfolio:

• Diversification – the Strategy has no restriction on where it can invest,including market cap, style, and domicile.
• Unique Portfolio – the Strategy’s unique philosophy has resulted in low correlation with most major indices. History has shown zero correlation with the direction of interest rates.
• Transparency – investors know exactly what they own and allows for year‐end tax planning.
• Tax-efficient – annual turnover averages 15‐20%. New holdings are normally held for at least three years. Nearly 95% of its annual income qualifies for the lower 15% tax‐rate.
• Conservative – the Strategy avoids taking any sector bets (versus the qualified stock universe). The majority of holdings are equally weighted.
• Consistent Cash Flow – with an average yield that is 50% higher than the S&P 500, the stream of dividend income removes the need to sell a security for living expenses.
• High Quality – the Strategy holdings carry an “A‐” average credit rating.
• Experience – the portfolio manager of the Strategy has ten years of experience investing in dividend-paying equities and twenty‐two years of experience in asset management.
• Rigid Screening Process – as a top‐down manager, Brookmont Capital initially focuses on the outlook for the economy and markets to determine sector allocations. We then filter a large universe of eligible holdings down to 35‐40 individual names. The initial hurdle is a 3% minimum yield to be added to the Strategy. Stocks are then screened based on a company’s debt level, cash flow, history of dividend increases, payout ratio, and earnings outlook.
• Current Income and Potential Long-Term Growth – the Strategy’s income stream and potential capital appreciation balance the demands from current beneficiaries and remaindermen in Split Interest Trusts, QTIP’s, Family Trusts, and other Irrevocable Trust Accounts.