Fact Sheet

Balanced Income SMA Portfolios Fact Sheet

The Dearborn Partners Balanced Income Portfolios are designed for clients seeking the potential for rising income with the decreased portfolio risk and volatility historically attributed to adding fixed income to all-equity portfolios. We offer two balanced portfolios: one with an equity/fixed income allocation targeted at 60%/40% and one with an equity/fixed income allocation targeted at 80%/20%. Equity investments utilize Dearborn’s existing Core Rising Dividend strategy, seeking companies offering the potential to consistently increase dividends. Fixed income investments utilize a conservative, all-weather fixed income approach primarily consisting of a bond ladder. The bond ladder is created using defined maturity exchange traded funds (ETFs).