For clients seeking current income or growth without stock market volatility we offer laddered bond portfolios. We typically invest in a combination of investment grade corporate, municipal, and taxable municipal bonds depending on the clients tax situation and what sectors of the bond market are the most attractive. Because each laddered bond portfolio is different and tailored to each clients needs we do not have any past performance information. However, for those unfamiliar with what a laddered bond portfolio is we have an explanation below.
What is a Laddered bond Portfolio?
Information coming soon.