Separately managed accounts
Separately managed accounts (SMAs) are an investment vehicle of choice for high-net-worth individuals seeking tailored investment solutions along with direct ownership of securities. SMAs provide access to institutional-caliber portfolio services at John Hancock Asset Management across U.S. equity, international equity, and balanced portfolio strategies.
Invests in companies of all market capitalizations that possess wide moats and that have the potential to compound cash flows and intrinsic value across cycles.
Invests in large cap companies across the growth-value spectrum that demonstrate a sustainable competitive advantage and and are trading at compelling discounts to their long-term intrinsic value.
Invests in companies that have increased their dividends for the past five consecutive years
Combines companies that have increased their dividends for at least the past five years with a portfolio of investment grade fixed income securities
The benefits of separately managed accounts
-Direct ownership of securities in a professionally managed portfolio
-Potential for tax efficiency through the use of in-kind securities and other strategies
-Portfolio customization, including the ability to exclude certain securities or sectors based on social, political, or environmental beliefs