Help build customized bond ladders for your clients and explore our municipal bond SMA investment capabilities
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
Tailor analyses to client needs
Build bond ladders based on each individual's circumstances.
Conduct in-depth analysis
Evaluate key portfolio characteristics and performance metrics for ladder portfolios.
Create customizable client-ready reports
Provide your clients with a personalized report of their custom bond ladder analysis.
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