Customizing your approach to income portfolios

As our clients think about what they are investing for, and how they want to invest, separately managed accounts (SMAs) can provide flexibility and control in expressing preferences. 

Simplifying income challenges

Separately managed accounts can be customized to help solve individual goals for income.

• Tax efficiency: Manage the tax burden by minimizing the impact of taxes to keep more of what you earn
• Income: Find attractive yield to generate the desired income over time
• Total return: Seek income that is steady and reliable and can also provide capital appreciation
• Principal preservation: Stay defensive by preserving and building purchasing power

Take an active role in your portfolio

• Tax awareness 
  - Specify tax preferences and elect active tax-loss harvesting
  - Critical tool for reducing overall taxes and addressing complex tax situations  
• Enhanced Access
  - Access more sectors of the market 
  - Potential to increase diversification, reduce credit risk, provide liquidity, and/or supplement income  
• Characteristics preference
  - Design a portfolio based on preferences and investment interest 
  - Greater control and more personalized investment outcomes

Start your journey

1. Talk with us about your goals 
2. Collaborate to create your portfolio 
3. We're not along for the ride we're driving results

Portfolios your way

Customization options

• State specific | State preference
• Maturity | Duration
• Credit quality
• Income distributions
• Responsible Investing | ESG
• Tax awareness
• Alternative minimum Tax (AMT)
• Security transitions
• Expanded sector exposure