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 June 30, 2020, please click “download”.

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


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