Separately managed accounts
Professionally managed portfolios that give investors a higher level of control, personalization and transparency to investing.
Our approach
Our separately managed account (SMA) product lineup is part of our straightforward and focused approach to investing. We carefully select the strategies we offer to help ensure that our clients have choices that fit their goals and needs.
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Find your regional representative, who can answer any questions you have about the SMAs we offer.
What we offer
Our SMA products cover a diverse range of investment strategies and objectives. We focus our offerings on a select set of strategies backed by experienced professionals.
ThomasPartners® Strategies
ThomasPartners Strategies offer two separate investment approaches. The first approach focuses on an all-equities dividend-growth strategy which invests in companies that both pay dividends and have potential to grow their dividends. The second approach focuses on a set of balanced income strategies that is a blend of dividend-growth stocks with fixed income investments. All ThomasPartners Strategies aim to provide monthly income, income growth and competitive total returns over time.
ThomasPartners Benefits and CTA
Benefits of ThomasPartners Strategies
Designed for recurring monthly retirement income that is less influenced by near-term stock price volatility
Seek to provide annual dividend growth to help offset inflation over time
Focus on retirement income generation to reduce an investor's need to distribute principal
Work to reduce account volatility without sacrificing return potential
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Learn more about ThomasPartners Strategies and how they work to help your clients achieve their investing goals.
Wasmer Schroeder™ Strategies
Wasmer Schroeder Strategies offer a wide range of fixed income separately managed accounts across the duration, credit and tax-efficiency spectrums. The choices include actively managed and bond ladder portfolio strategies with both taxable and tax-exempt debt securities. These strategies were developed out of 35 years of fixed income management experience and leverage an experienced and well-resourced team of portfolio managers and credit analysts who are supported by innovative technology.
Wasmer Benefits and CTA
Benefits of Wasmer Schroeder Strategies
Seek to provide returns while minimizing interest rate risks
Include dedicated and experienced credit research and portfolio management teams
Use sophisticated technology to evaluate bond issuers’ credit quality
Built on portfolios that can be structured by bond maturity date and tax structure in some states
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Learn more about Wasmer Schroeder Strategies and how they work to help your clients achieve their investing goals.
Windhaven® Strategies
Windhaven Strategies offer investors a choice of three broadly diversified strategies consisting primarily of ETFs. Using a proactive approach to global investment management, the Windhaven Strategies portfolio management team dynamically adjusts asset allocations, striving to capture growth in rising markets while attempting to reduce exposure in declining ones.
Windhaven Strategies Benefits and CTA
Benefits of Windhaven Strategies
Focus on broad, global diversification by investing in a range of asset classes
Managed by a team that constantly evaluates opportunities and risks and adjusts asset allocation accordingly
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Learn more about Windhaven Strategies and how they work to help your clients achieve their investing goals.
Ready to talk?
Find your regional representative, who can answer any questions you have about the SMAs we offer.