How an SMA May Work for You
Personalization
Portfolios tailored to your goals and preferences.
Tax Efficiency
Flexible tax-loss harvesting to help offset realized gains and improve tax efficiency.
Transparency
Direct security ownership allows you to view portfolio holdings and trades in real time.
Service
At Lord Abbett, you have access to a dedicated SMA team offering an elevated level of service.
Lord Abbett has been a leader in the SMA space for over three decades.
What contributes to our success in SMA? Three key differentiators:
Active
We apply a disciplined, time-tested approach to active management, refined through decades of investment experience.
Attentive
Our dedicated SMA team works closely with advisors to deliver responsive service and ongoing support.
Customizable
Portfolios can be tailored to reflect individual preferences, investment objectives, and tax considerations across equities and fixed income.
Our Strategies
Explore Lord Abbett’s separately managed account strategies across equity and fixed income.
By the Numbers
Data as of 09/30/2026
SMA AUM
$34B+
Years Managing SMA Accounts
35+
SMA Accounts
39,000+
Actively investing in stocks of innovative U.S. companies developing disruptive technologies with a history of generating strong revenue growth. | ||
Actively investing in stocks of high-quality U.S. large-cap companies trading at attractive normalized free cash flow valuations. | ||
Actively investing in a broad range of convertible securities. | ||
Actively investing in stocks of high-quality U.S. large-cap companies with a history of consistently increasing dividends. | ||
Multi-Cap Value SMA | Actively investing in stocks of high-quality U.S. companies trading at attractive normalized free cash flow valuations across all market caps. |
Actively managed portfolio that seeks to identify the best relative value across U.S. Treasuries, Government Agencies, and Agency Mortgage-Backed Securities. | |
Actively managed core portfolio that invests primarily in high-quality, intermediate-duration fixed income securities, with a strategic allocation to a zero management fee completion fund that provides exposure to securitized sectors, including CMBS, ABS, and CLOs, as well as bank loans, to enhance diversification and total return potential. | |
Actively managed core plus portfolio that invests primarily in intermediate-duration fixed income securities, with a strategic allocation to a zero management fee completion fund that provides exposure to securitized sectors, including CMBS, ABS, and CLOs, as well as bank loans and high yield corporate bonds, to enhance diversification and total return potential. |
High-Quality Barbell Municipal SMA | Actively managed portfolio that invests primarily in long-maturity, high quality municipal bonds, with a strategic allocation to shorter-term bonds. | |
High-Quality Intermediate Municipal SMA | Actively managed portfolio that invests primarily in intermediate-maturity, high quality municipal bonds | |
High-Quality Short Duration Municipal SMA | Actively managed portfolio that invests primarily in short-maturity, high quality municipal bonds. | |
Managed Municipal Ladders | A suite of professionally managed municipal ladders with standard or customizable maturity ranges. These portfolios leverage Lord Abbett’s deep credit research, ongoing monitoring, and institutional access to inventory and pricing advantages.
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Enhanced Intermediate Municipal SMA | Actively managed portfolio that invests primarily in intermediate-maturity, high quality municipal bonds, with a strategic allocation to a zero management fee completion fund that is intended to enhance diversification and total return potential. |
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Additional Tax-Free Managed Account Resources
Lord Abbett offers a broad range of Managed Municipal Solutions, tailored to meet the needs of today’s municipal bond investors.
Speak with an SMA Specialist
For more information on our investment capabilities, our SMA Customization options, or to request a proposal, please contact the Lord Abbett SMA team at 1-888-522-2388 or smateam@lordabbett.com.
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Educational Resources
Explore our library of resources to help you understand SMAs and keep up with the developments shaping the investment landscape.