Multi-Asset Portfolio Resources for Financial Advisors

Multi-Asset income portfolio information for serving your clients

Advisor Resources

Fact Sheet
Multi-Asset SMA Fact Sheet

The Dearborn Partners Multi-Asset Separately Managed Account (SMA) provides three primary investor benefits. First, the portfolio emphasizes above-average current income. Second, at the same time of providing above-average current income, the portfolio is focused on the discipline of providing a growing stream of income. This growing stream of income is generated primarily through the ownership of dividend-growing stocks. Finally, the portfolio maintains a “go-anywhere” asset allocation, seeking

Portfolio News
Multi-Asset January 2020 Rebalance

For our commentary on the January 2020 rebalance of our Multi-Asset SMA , please click “download”.

An Introduction to the Multi-Asset SMA

The Dearborn Partners Multi-Asset Separately Managed Account (SMA) seeks attractive current income and potential growth of income. The portfolio invests across a wide array of both equity and fixed income-a "go-anywhere" strategy.

Multi-Asset SMA Commentary

For our commentary on the quarter ending June 30, 2020, please click “download”.


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