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Within the Timberline Dividend & Growth strategy, Timberline takes significant measures in the management of portfolios and the integrity of its investment record. Timberline claims compliance with Global Investment Presentation Standards, a set of standardized, industry-wide ethical principles that provide investment firms guidance on how to calculate and report their investment results to prospective clients. Timberline goes through a quarterly process with a third party firm that verifies compliance with such standards. In regards to returns, Timberline has earned a high rating from Morningstar for its investment results. The current Morningstar rating can be found at www.timberlineinvestment.com.
Timberline Dividend & Growth is a large-cap, domestic oriented, bottom-up strategy focused on fundamental stock selection designed to provide clients a diversified portfolio of dividend paying stocks. Timberline utilizes an objective and decisive four-point scoring system in its stock selection and stock weighting decisions. This process is executed on a quarterly basis to provide timely review of current and potential holdings, and to reinvest accumulated dividends on a timely basis. The process ultimately seeks to capture and enhance upon the historical strength of dividend stock strategies.
Timberline was founded in 2005 by Gregg Giboney and is dedicated to providing objective and high quality investment services to its clients. As an independent fee-only firm, Timberline's perspectives are not compromised by compensation or incentives from other sources, and is focused on both the investment and risk objectives of its clients.
1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.