Dividends
& Interest

Cash flow is our focus.

For the 4th consecutive year, Richard C. Young & Co., Ltd. has been ranked by Barron’s as one of the top independent advisors in the nation. We manage portfolios of greater than $1,500,000 for individuals and families throughout the United States.

“At Richard C. Young & Co., Ltd., we are committed to helping our clients achieve long-term investment success with comfort. We are not traders or speculators, and we do not offer strategies for either. Our primary focus is to invest in securities that pay interest and dividends.”

CLIENT LETTER - May 31, 2016

From the time he took over the Windsor Fund in 1964 until his retirement in October 1995, John Neff delivered to his shareholders one of the most impressive returns in mutual fund history. Over Neff’s 31-year tenure at the helm of the Windsor Fund, a $10,000 investment grew to over $564,000. That same $10,000 investment in the S&P 500 would have grown to only $233,000—the average annual return difference between Windsor and the S&P 500 was only about 3% per year; but compounded over three decades, it resulted in an extra $331,000 of wealth.

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NEWS AND PERSPECTIVES - June 24, 2016

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