Fact Sheet

Concentrated Balanced Income 60/40 SMA Portfolio Fact Sheet

posted December 31, 2023

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The Dearborn Partners Concentrated Balanced Income Portfolio is 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. In this Concentrated Balanced Portfolio, the equity/fixed income allocation target is 60%/40%. Equity investments utilize Dearborn’s existing High & 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).