Separately Managed Accounts

Invesco offers separately managed account (SMA) portfolios to investors and institutional clients seeking more specialized services. Our offerings span fixed income, domestic equity, sector and international/global.

Portfolio Fact sheet Investment process
Asset allocation    
Invesco Unconstrained Tactical Allocation SMA
Asset allocation - Active balanced    
Invesco Conservative Growth Active Balanced SMA
Invesco Growth Active Balanced SMA
Invesco Moderate Growth Active Balanced SMA
Asset allocation - Multi-asset    
Invesco Cornerstone Series
Total Beta SMA
Total Beta Tax Aware SMA
Total Beta Multi-Manager Portfolios
Total Beta Tax Aware Multi-Manager Portfolios
Invesco Pinnacle Series
Smart Beta SMA
Smart Beta Plus SMA
Total Beta SMA
Total Beta Plus SMA
Total Beta Tax Aware SMA
Total Beta Multi-Manager Portfolios
Total Beta Plus Multi-Manager Portfolios
Total Beta Tax Aware Multi-Manager Portfolios
Asset allocation - Strategic balanced    
Invesco Conservative Growth Strategic Balanced SMA
Invesco Growth Strategic Balanced SMA
Invesco Moderate Growth Strategic Balanced SMA
Equity - International and global equity    
Invesco Global Core Equity ADR SMA
Invesco International Growth ADR SMA
Invesco International Select Equity ADR SMA
Invesco International Core Equity ADR SMA
Equity - Sector equity    
Invesco U.S. Real Estate Securities SMA
Equity - US equity    
Invesco Charter SMA
Invesco Comstock SMA
Invesco Diversified Dividend SMA
Invesco Growth and Income SMA
Invesco Mid Cap Core SMA
Invesco Large Cap Core SMA
Fixed income - Taxable fixed income    
Invesco Investment Grade Credit SMA
Invesco U.S. Corporate Bond SMA
Fixed income - Municipal fixed income    
Invesco Intermediate Term Municipal Income SMA
Invesco Limited Term Municipal Income SMA
Invesco Long Municipal Income SMA
Invesco Managed Accounts