Model Portfolio & SMA Strategists Showcase - Flipbook - Page 59
SMAs & MODEL PORTFOLIOS
Invesco
1331 Spring St NW, Ste 2500, Atlanta, GA 30309 • Invesco US
Custom Solutions | Invesco US
INVESCO
Clint Harris
Global Head of
Invesco Solutions &
Custom Strategies
As client needs evolve, asset
owners and intermediaries are
seeking deeper partnerships,
greater customization and
investment solutions aligned
with specific objectives. Invesco
Solutions & Custom Strategies
combines broad investment
capabilities, advanced analytics,
deep portfolio-construction
expertise and a technologyforward approach to help deliver
customized solutions more
seamlessly.
We work to understand each
client’s objectives, preferences
and operating needs,
then co-develop solutions
using agreed parameters,
preferred managers, product
types and asset-allocation
approaches. Our capabilities
span multi-asset strategies,
model portfolios, separately
managed accounts, taxadvantaged solutions and
bespoke institutional mandates,
supported by ongoing
investment and operational
expertise.
Invesco Ltd. is one of the world’s leading asset
management firms, serving clients in more than
120 countries. With approximately $2.5 trillion1
in assets under management as of June 30,
2026, our capabilities span public and private
markets, active and passive strategies, and a
broad range of investment vehicles.
Invesco Solutions & Custom Strategies is a
single, globally coordinated, open-architecture
offering well positioned to partner with clients
on increasingly sophisticated portfolio needs.
The platform brings together established
capabilities across public and private markets,
active and passive strategies, model portfolios
and separately managed accounts to deliver
tailored investment solutions across wealth
and institutional channels. Advisors can draw
on flexible building blocks—including targetrisk and completion model portfolios that
combine ETFs and mutual funds, as well as
SMAs that support direct ownership, greater
visibility and personalization through tax-aware
management and client-directed restrictions.
These solutions are supported by a consistent
investment framework that brings together
long-term capital market assumptions, asset
allocation, manager and security research,
portfolio construction and ongoing risk
oversight. This institutional-caliber approach is
complemented by portfolio analytics, market
insights and practice-management resources
that can help advisors evaluate allocations,
communicate with clients and navigate
changing market conditions.
Invesco Solutions & Custom Strategies is a
business name of Invesco Advisers, Inc., an
indirect, wholly owned subsidiary of Invesco Ltd.
1
Invesco Ltd. AUM of $2,470.3 billion as of
June 30, 2026.
Built for your clients, designed for you
Today’s investors expect personalized advice, tailored portfolios, and confidence that
their unique goals are being addressed. Invesco’s outcome-focused approach includes
custom solutions and comprehensive support. We help advisors align portfolios to
client goals through scalable customization, offering model portfolios and separately
managed accounts that deliver personalization, backed by ongoing guidance and
practical resources to help address evolving client needs and objectives.
NAME
CATEGORY
INVESCO TAX-FREE INTERMEDIATE TERM SMA
FIXED INCOME SMAs | INVESCO US
INVESCO S&P 500® EQUAL WEIGHT TAX-OPTIMIZED SMA
CUSTOM EQUITY SMAs | INVESCO US
INVESCO TAX-AWARE INTERMEDIATE TERM SMA
FIXED INCOME SMAs | INVESCO US
INVESCO QQQ TAX-OPTIMIZED SMA
CUSTOM EQUITY SMAs | INVESCO US
INVESCO DYNAMIC ETF MODEL SERIES
INVESCO DYNAMIC ETF | INVESCO US
INVESCO DYNAMIC ACTIVE/PASSIVE MODEL SERIES
INVESCO DYNAMIC ACTIVE/PASSIVE | INVESCO US
BULLETSHARES CORPORATE MODEL SERIES
BULLETSHARES CORPORATE | INVESCO US
CUSTOM MODEL PORTFOLIOS
CUSTOM MODEL PORTFOLIOS | INVESCO US
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