Separately Managed Accounts (SMA) | Lord Abbett
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Separately Managed Accounts

The traditional approach to purchasing municipal bonds has historically employed a limited focus on credit monitoring and little concern about access to securities. Today, the virtual elimination of bond insurance leaves substantially fewer ‘AAA’ rated issues. What is more, reduced municipal bond dealer inventory has limited the amount of bonds available to investors. Investors are turning to experienced municipal asset managers in order to gain the benefits of in-depth credit research, access to a wide range of bonds through strong dealer relationships, and institutional pricing power.

Municipal Expertise and Resources

Not all members of the team are included in the photo.
  • Managing Municipal Portfolios since 1984
  • More than $21.8 billion in municipal assets and 12,100 client accounts
  • Managed through a collaborative effort by 16 investment professionals with an average of 13 years investment experience
  • Led by Daniel S. Solender, CFA, Partner & Director, with over 30 years of industry experience

All investment team information as of 03/31/2019; years of industry experience as of 01/01/2019.

Municipal Solutions

Managed Accounts
Managed for total return using rigorous yield-curve analysis to target optimal maturities

Managed Municipal Ladders
Managed for income with a defined maturity structure that may protect against rising rates
  • 1-5 Year
  • 1-10 Year
  • 1-15 Year
  • 1-20 Year
  • 5-10 Year
  • 5-15 Year

Dedicated Client Service

  • Access to Investment Professionals and Portfolio Specialists for Market Updates and Portfolio Reviews
  • Analysis of Existing Client Portfolios Transitioning to Lord Abbett SMAs
  • Generate Custom Sample SMA Reports 
  • Gain Market Insights through White Papers and Webinars
  • Team Dedicated to Managing Each Stage of the Account Opening Process

Customized Portfolio Options

  • National*
  • State Preference*
  • State Specific**
  • Maturity Ranges within 1-20 Years
  • 'A-' and Above Credit Quality Customization***
  • Tax Management

Contact our Managed Account Service Center to request a proposal at 888-522-2388      


The Second Quarter 2020 edition offers insights from our analysts on key topics for municipal bond investors, along with essential market information.


Municipal Bonds: What You Need to Know about MSRB Rule Changes
Municipal Bonds: What You Need to Know about MSRB Rule Changes
April 20, 2018

The muni bond market faces a significant regulatory change, adding yet another reason to consider professional management.


    Large Cap Value



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