Coldstream Capital Management's (CCM) investment approach carefully combines and re-balances non-correlated assets, seeking to reduce risk and capture returns. The asset classes and investment vehicles they advise on and use in client portfolios include: Domestic, International, and Emerging Markets; Large- to Small-Cap Stocks; Fixed Income Instruments (from High Yield Corporate Bonds to Municipal Bonds and Treasuries); Alternative Investments, including Absolute Return and Directional hedge fund strategies, Venture Capital, and Leveraged Buy-Outs; and Tangible Assets, including both public and private real estate, commodities, and other natural resources.CCM's Dividend Growth Strategy consists of building individual-issue common stock portfolios designed to provide meaningful dividend income while maintaining exposure to the market. It focuses on investing in large-cap common stocks (primarily domestic securities but may include ADRs) that provide strong growth potential and attractive dividend and yield opportunities, and seeks to create a portfolio structure that is less volatile and more predictable than the overall stock market. The Dividend Growth Strategy may be used in individual portfolios, and is also used by the Meydenbauer Dividend Growth Fund, an Advisor Series Trust mutual fund. The firm's Dividend Growth Small and Mid-Cap Strategy (DG SMID) invests in companies with a history of raising dividends and the potential to continue growth of dividend payments at a rate greater than market average. The strategy primarily invests in small and mid-cap companies which are evaluated and ranked within their sectors according to their relative dividend yield, dividend growth, dividend consistency, valuation, free cash flow, and payout ratio. The strategy is sector neutral to the S&P Completion Index. The DG SMID strategy is used in individual portfolios.For their Tax-Managed Equity Strategies, CCM builds equity portfolios designed to track the S&P 400 Index, S&P 500 Index or S&P 600 Index with minimal dispersion, but strives to yield higher total after-tax returns vs. a passive index. Securities in this strategy are separately owned and managed in the investor's name, allowing for flexibility in tax management. In addition, CCM offers access to external money managers, mutual funds, and equity or indexing strategies, for various investment disciplines as desired by the client and when appropriate for the client's situation.