TBG Dividend Focus ETF (NYSE: TBG) Surpasses $100 Million in Assets

The Bahnsen Group’s TBG, an exchange-traded fund, gives investors exposure to companies that have a long history of growing their dividend

NEW YORK--(BUSINESS WIRE)-- The Bahnsen Group, a wealth management firm with $6.5 billion in assets under management, today announced that its TBG Dividend Focus ETF (NYSE: TBG), a diversified actively managed exchange-traded fund that invests in publicly traded companies that have a long history of growing their dividend, has surpassed $100 million in assets.

TBG invests in 25 to 35 small-, mid- and large-cap companies that are primarily U.S.-based. The companies will generally maintain a dividend yield greater than the S&P 500’s average dividend yield with a preference for companies that have grown their dividends by more than 5% per year over a five-to-seven year market cycle.

“TBG’s success speaks to the highly selective and research-driven approach that our team applies to this actively managed strategy,” said David Bahnsen, founder, managing partner, and chief investment officer of The Bahnsen Group, and portfolio manager of the TBG Dividend Focus ETF. “While our investing philosophy has and always will center around strong companies with a long history of growing their dividend, not all dividends are created equal, and TBG’s approach is built on a nuanced and bottom-up approach.”

As of December 31, 2024, TBG, which does not track any index, generated a total market return of 27.34% since its November 6, 2023 inception.

TBG uses criteria such as balance sheet strength, earnings growth, leverage ratios, free cash flows and payout ratios, and the rate at which a company distributes earnings to shareholders, among other factors.

Companies in TBG are sold if their dividend declines notably, if the investment thesis for the company crumbles, or if the company’s management fails to maintain or grow its dividend.

For more information, please visit www.tbgdividendgrowth.com.

The Bahnsen Group serves as portfolio manager for the fund under Madison Avenue Financial Solutions LLC as sub-advisor. Empowered Funds dba EA Advisors is Fund Advisor.

About The Bahnsen Group

The Bahnsen Group is a national wealth management firm with $6.5 billion in assets under management and eight U.S. office locations (Newport Beach, California; New York City; West Palm Beach; Minneapolis; Nashville; Bend, Oregon; Austin, TX; and Phoenix, AZ).

The Bahnsen Group was founded in April 2015 by David L. Bahnsen, who previously spent eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. Mr. Bahnsen was ranked #1 in Southern California (Private Wealth) on the annual Forbes/SHOOK Best-In-State Wealth Advisors list of 2024.

Mr. Bahnsen serves on the Board of Directors for the National Review Institute and is a Founding Trustee for Pacifica Christian High School of Orange County. He is the author of several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), The Case for Dividend Growth: Investing in a Post-Crisis World (2019), and There's No Free Lunch: 250 Economic Truths (2021). His latest book Full-Time: Work and the Meaning of Life was published in February 2024 by Post Hill Press.

With 75 team members, The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation.

HighTower Advisors, LLC is a SEC registered investment advisor. Securities offered through HighTower Securities, LLC member FINRA/SIPC.

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Media Contact:

Scott Gamm

Strategy Voice Associates

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Source: The Bahnsen Group