Fact Sheet

Multi-Asset SMA Fact Sheet

posted September 30, 2022

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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 to allocate capital to investments from which we expect the greatest potential return. We attempt to find the best suitable mix of stocks and fixed income while still keeping our risk profile appropriate for moderate income and growth investors.