Create the optimal bond ladder, starting with a cash amount, based on your clients’ individual needs, tax rate and risk tolerance using a broad range of assumptions and understand the benefits of laddering municipal bond portfolios. We also offer a transition analysis tool for clients funding an SMA with existing securities
Build bond ladders based on each individual's circumstances.
Evaluate key portfolio characteristics and performance metrics for ladder portfolios.
Provide your clients with a personalized report of their custom bond ladder analysis.
Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-5 year maturities.
Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-10 year maturities.
Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-17 year maturities.
