Municipal Ladder 1-5 Year Strategy
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.
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.