Separately Managed Accounts

What contributes to our success in SMA? Three key differentiators:

We apply a disciplined, time-tested approach to active money management—refined over nearly a century of investment expertise.

Our dedicated SMA team strives to be more attentive than our peers—delivering a client experience that exceeds expectations.

Portfolios with the flexibility to reflect your personal preferences and unique situation—across equities and fixed income.

U.S. Equity
Focused Growth SMA	Actively investing in stocks of innovative U.S. companies developing disruptive technologies with a history of generating strong revenue growth.	Fact Sheet Commentary
Large Cap Value SMA	Actively investing in stocks of high-quality U.S. large-cap companies trading at attractive normalized free cash flow valuations.	Fact Sheet Commentary
Convertible SMA	Actively investing in a broad range of convertible securities.
Dividend Growth SMA	Actively investing in stocks of high-quality U.S. large-cap companies with a history of consistently increasing dividends.	Fact Sheet Commentary
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.	Fact Sheet

Taxable Fixed Income
U.S. Government SMA	Actively managed portfolio that seeks to identify the best relative value across U.S. Treasuries, Government Agencies, and Agency Mortgage-Backed Securities.
Core Fixed Income	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.
Core Plus Full Discretion	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.

Tax-Free Fixed Income
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.	Fact Sheet Commentary
High-Quality Intermediate Municipal SMA	Actively managed portfolio that invests primarily in intermediate-maturity, high quality municipal bonds	Fact Sheet Commentary
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. Lord Abbett 1-5 Year Municipal Ladder SMA Lord Abbett 1-10 Year Municipal Ladder SMA Lord Abbett 1-15 Year Municipal Ladder SMA Lord Abbett 1-20 Year Municipal Ladder SMA Lord Abbett 5-10 Year Municipal Ladder SMA Lord Abbett 5-15 Year Municipal Ladder SMA	Flyer
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.	Flyer Fact Sheet