Multi-Asset Portfolio Resources for Financial Advisors

Multi-Asset income portfolio information for serving your clients

Advisor Resources

Multi-Asset SMA Commentary

For our commentary on the quarter ending March 31, 2023, please click “download”.

Fact Sheet
Multi-Asset SMA Fact Sheet

The Dearborn Partners Multi-Asset Separately Managed Account (SMA) provides three main benefits: a focus on generating above-average current income, emphasizing growth of income primarily through stocks of companies with dividend growth potential, and a go-anywhere asset allocation while still targeting a relatively low turnover rate.


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