We have worked to develop a range of partnerships that allow advisers several different avenues for using HS Dent investment products when working with their clients. The difference among the partners is the type of products used, the investment selection process, and the potential frequency of turnover. All partners offer significant benefits and incorporate the Dent methodology into their investment decision-making.

First Trust Separately Managed Account, Individual Securities Value oriented, low turnover

First Trust has a proven track record of using a Cash Flow Return on Investment methodology for selecting securities. In short, this approach reviews how companies use their retained earnings, and also how accurately their earnings can be forecast. With this information, a “fair value” stock price can be estimated. If a company’s stock price is below it’s fair value as determined by this approach, it is a candidate for purchase. Hence, this is a value approach to investing. The Dent First Trust portfolio calls for First Trust to select companies for investment from the areas of the economy that Dent sees as demographically favored in the current economic cycle.www.ftadvisors.com

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AssetMark, Separate Accounts Allocation of Exchange Traded Funds actively managed by HS Dent

Using AssetMark’s platform, HS Dent offers an actively managed portfolio of ETF’s, representing the sectors of the economy that HS Dent believes will benefit from the current economic cycle. HS Dent directly manages these accounts, which tend to have moderate turnover and are growth oriented.www.assetmark.com

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Walt Sokira, Separately Managed Accounts, Individual Securities Technical & Fundamental Analysis, low to moderate turnover

Walt Sokira uses his proprietary stock selection process to identify potential investments in the areas of the economy identified by HS Dent as being demographically favored in the current economic cycle. Mr. Sokira uses a blend of technical analysis and fundamental analysis to choose among a set universe of securities. This approach has been low in its turnover even though it is more closely aligned with a growth approach.
www.wallst.com

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Van Kampen, Unit Investment Trust Portfolios Baskets of Exchange Traded Funds that set, no turnover

Twice a year HS Dent works with Van Kampen to build a Unit Investment Trust comprised of the sectors of the economy that HS Dent believes to offer superior investment opportunities for the duration of the trust. These sectors are represented by Exchange Traded Funds (ETF’s), which are static baskets of stocks that do not have significant turnover. Once established, the UIT’s traditionally remain set for the duration of the trust.
http://www.vankampen.com/

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Clark Capital Management Group, Separately Managed Accounts Mutual fund allocations, variable annuity allocations

Clark Capital is a wrap fee program sponsor that includes several Dent allocation models among its various offerings. These models call for investing in mutual funds in the areas Dent believes to be demographically favored in the current economic cycle. In addition to allocating traditional separately managed accounts, Clark also is able to provide this service on several variable annuity contracts.
www.ccmg.com

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Key Research Partners

HS Dent develops proprietary research based on demographic trends, predictable consumer spending patterns, and technological innovation and acceptance rates. Our research requires that we gather data from multiple sources, analyze the information, reach conclusions, develop forecasts, and then distribute our findings as efficiently and clearly as possible. Throughout this process we work with other firms that are involved in the pipeline of data-analysis-findings-distribution at some point. We strongly encourage you to visit our Key Partners and become familiar with their work, so that you can benefit from their input and abilities just as we have.

HS Dent has partnered with ESRI to offer solutions for every marketing and demographic research requirement.
Get a special discount.

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Mention HS Dent and get 5% off our Packaged Price.
For More Information click here.

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Financial Demographics provides HS Dent with long term demographic and financial data and insights into longevity trends. Visit their website to use a wide range of calculators of lifetimes and survivorship using Australian life tables back to the 19th Century.
www.findem.com.au