Separately Managed Accounts
Innovative Portfolios offers a range of customized, separately managed accounts (SMAs) to meet the needs of investors of all types.
Our proprietary portfolio strategies incorporate downside risk analysis with active management and disciplined investment strategies to offer the potential for enhanced income and growth. Each SMA is professionally managed by skilled portfolio managers to achieve a targeted investment strategy—growth, income, growth-and-income.
Questions?
Want to learn more about our investment strategies?
Benefits of Innovative Portfolios SMAs
Our SMAs offer a wide range of potential benefits to advisors and institutional investors, including:
Proprietary, income- and growth-focused investment strategies
Active, strategic portfolio management
Downside risk analysis to help avoid potentially lower-performing equities
Option overlays designed to generate incremental income
Experienced portfolio managers and traders directing the strategies
Our strategic SMA offerings
| Portfolio | Goal | Strategy |
|---|---|---|
| Bulls of the Dow | Growth | A focused portfolio of 10 familiar U.S. large capitalization equities selected from the Dow Jones Industrial Average, rebalanced quarterly, with a goal of capital appreciation. |
| IntelliBuilD® Growth | Growth | A portfolio of 33 fundamentally strong American growth-oriented equities selected from Investor’s Business Daily (IBD) stock lists and seeking capital appreciation. |
| Outlier Growth | Growth | A diversified portfolio seeking capital appreciation by attempting to identify U.S. stocks early in a growth cycle with potential to significantly outperform the market, also called 'outliers.' |
| Covered Call Income | Growth & Income | A strategy seeking income and growth of capital from the sale of covered call options on high-quality, U.S. large capitalization equities. |
| Dividend Growth and Income | Growth & Income | A portfolio of 33 individual stocks seeking dividend income with capital appreciation a secondary objective. Stock selection is based on dividend history, ability to raise the dividend and opportunity for growth. |
| Real Estate Income and Growth | Growth & Income | A fully invested portfolio of publicly traded U.S.-based equity Real Estate Investment Trusts (REITs) whose primary goal is current income with a focus on capital appreciation. |
| Preferred Income | Income | A portfolio of approximately 25-30 preferred stocks that display high, steady, and consistent income, seeking current income is a primary objective. |
| Index Income | Cash Flow | A long-term, time-decay, premium-capture put credit spread on the S&P 500 or similarly situated exchange-traded funds (ETFs) seeking positive monthly cash-flow from option premiums. |
| Bulls of the Dow + Index Income | Growth | A focused portfolio of 10 familiar U.S. large capitalization equities selected from the Dow Jones Industrial Average, rebalanced quarterly, with a goal of capital appreciation. The strategy also seeks monthly cash flow from option premiums. |
| IntelliBuilD® Growth + Index Income | Growth | A portfolio of 33 fundamentally strong American growth-oriented equities selected from Investor’s Business Daily (IBD) stock lists and seeking capital appreciation. The strategy also seeks monthly cash flow from option premiums. |
| Outlier Growth + Index Income | Growth | A diversified portfolio seeking capital appreciation by attempting to identify U.S. stocks early in a growth cycle with potential to significantly outperform the market, also called 'outliers.' The strategy also seeks monthly cash flow from option premiums. |
| Dividend Growth and Income + Index Income | Growth & Income | A portfolio of 33 individual stocks seeking dividend income with capital appreciation a secondary objective. Stock selection is based on dividend history, ability to raise the dividend and opportunity for growth. The strategy also seeks monthly cash flow from option premiums. |
| Real Estate Income and Growth + Index Income | Growth & Income | A fully invested portfolio of publicly traded U.S.-based equity Real Estate Investment Trusts (REITs) whose primary goal is current income with a focus on capital appreciation. The strategy also seeks monthly cash flow from option premiums. |
| Preferred Income + Index Income | Income | A portfolio of approximately 25-30 preferred stocks that display high, steady, and consistent income, seeking current income is a primary objective. The strategy also seeks monthly cash flow from option premiums. |