Author Archives

Chief Compliance Officer

  • Monthly Needs Portfolio

    Walter M. Hester, Sr. Portfolio Manager manages the Monthly Needs portfolio which  adheres to a simple strategy of investing in a weighted portfolio of 25 dividend paying stocks consisting of sectors that consumers spend each month.  Click here for portfolio update.  Please… Read More ›

  • For those seeking Income & Capital Appreciation

    MONTHLY NEEDS™ is a weighted equity long portfolio of primarily 25 stocks that are focused exclusively on the average consumer monthly spending habits in the US and abroad. The Portfolio seeks to generate attractive relative returns with low volatility from… Read More ›

  • DST’s Gaining Attention

    A Delaware Statutory Trust (DST) is a legally recognized trust that is set up for the purpose of business, but not necessarily in the U.S. state of Delaware. It may also be referred to as an Unincorporated Business Trust or UBO. This type of investment structure was created in Delaware… Read More ›