Portfolio Management Service
 
International Dividend Growth Stock Strategy
Investment Style: Equity Oriented

The International Dividend Growth Stock Strategy utilizes a mix of equity and debt securities depending on your needs and risk tolerance. Our state-of-the-art systems and unparalleled equity strategy is used to manage your accounts assets. Our professional turn-key service provides you with expert investment management at low cost. The International Dividend Growth Investment Program allows us to pursue wealth creation, income production, and wealth preservation investment objectives on your behalf.

In addition to your monthly brokerage statements, you will receive a quarterly report from us.

Our management compensation is based on the table below:

 
0.95%
First $5,000,000
0.75%
Next $5,000,000
0.55%
Next $40,000,000
0.45%
Excess Over $50,000,000

One-forth of the annual management fee is assessed and deducted from your account at the end of each calendar quarter.

To have SunSage manage your investment portfolio, you will need to sign an Investment Advisory Agreement. The Investment Advisory Agreement can be viewed by clicking on the link below:

     
   
 

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