Welcome

WaterRock Dividend Strategy

Seeks to provide a Risk-Managed Strategy for Dividend Investing

Waterrock Dividend Strategy

The WaterRock Dividend Strategy is a separately managed account that provides a concentrated portfolio of 35-45 companies that we have identified as companies paying attractive dividends, that are expected to grow over time and are trading at favorable valuations. The portfolio seeks to deliver lower volatility and growing dividends than the overall market. We also want to provide capital appreciation opportunities for our investors.

While compounding returns is a focus for investors seeking to grow their wealth, dividend paying stocks should also be front of mind for investors looking to generate income.

Dividends can:

Instill Discipline within the management team of the company
Offer a smoother ride (less volatile) for investors
Can be an attractive source of income

Why Us?

WaterRock Dividend Strategy

We seek to hold companies that have the ability to pay attractive growing dividends and have strong earnings power, astute management, and a culture of returning capital to shareholders through dividends.

Portfolio Managment Team

Christopher Prien, CEO/Portfolio Manager

Christopher Prien started in the financial services industry in 1990. WaterRock Wealth Management is a SEC registered investment adviser created in 2018 by Christopher Prien. WaterRock Wealth Management provides investment advisory services to individuals, business owners, corporations, foundations, non-profits and family trust.

Past Performance is not a guarantee of future results. Dividends are not guaranteed.

Welcome

WaterRock Dividend Strategy