Best Fund Management Company Evansville Near Me

4worldlovers: Financial freedom – Let's take it on together. Because it's not just where you're going, it's how we help you get there. And we take a practiced, steady path to help get you where you want to be, no matter the financial climate. Investing shouldn't be the adventure. Save that for your journey ahead.

Our focus on security, income and growth – in that order – seeks to ensure your savings and your plan are always intact so you can live the life you want.

We reduce risk and volatility by never touching your principal - safeguarding your largest asset.

The power of the rising dividend allows us to seek sources of generous and dependable income, for the long term.

We believe in investments that increase in value each year and hand-pick each to fit your needs and goals.

We founded our equity investment strategy on dividends for several reasons. First, dividends help us determine a company’s financial health and true value. Second, they let us share in a company’s prosperity by paying us a portion of today’s earnings. Finally, they represent over 40%* of the market’s total return. For these reasons, we only invest in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. With this approach, you can attain a reliable income with less worry about the current market conditions.

Actual performance will vary; past performance may not be indicative of future results.

As your partner, we work so your investments and financial plan work for you, in the long term and the day to day. And as a fiduciary, we always put your interests above our own.

We can help you find financial freedom on your own terms. Learn how our emphasis on security, income and growth will take you where you want to be.

Together, let’s build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

As shepherds for your investment, we will help your mission reach its potential with minimal risk.

Withdrawn by clients from dividend and interest income without touching their principal this year. (January 1, 2022 - December 31, 2022)

Donaldson was named by CNBC to the 2022 CNBC Financial Advisor 100 List on October 4, 2022, selected from more than 39,800 registered investment advisory firms.

No compensation was provided to CNBC to obtain inclusion on the list, but there is a licensing fee to utilize the CNBC 2022 FA 100 logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on CNBC.com/FA100.

Rising Dividend Cornerstone has a 5-Star Overall Morningstar Rating out of 472 funds in the Large Value Morningstar category as of 6/30/2023.

Some places, you just get an advisor. Here you get a team that has the full support of every department.

4worldlovers:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

4worldlovers:
South Central Inc. is a 75 year old family office and holding company established in 1946 on the banks of the Ohio River in Evansville, Indiana. We believe business is an honorable calling that makes a difference in the world.

With over 150 years of combined executive experience, our biggest strength is our team.

It all comes down to talented management and a compelling story.