Laddered Portfolio Management
Our municipal and high-grade taxable bond ladders seek to preserve capital and provide steady income through a structured, risk-managed investment process.
Defined Parameters That Match Your Objectives
Appleton’s laddered portfolios are designed to be simple, predictable, and tax-efficient because they follow an established, three-pronged approach to passive investing:
Build:
Managing a successful laddered portfolio begins with investments across a range of maturities per strategy guidelines to lock in market yields.
Mature:
Once invested, accounts are typically not traded other than in the event of credit deterioration or a change in cash flow needs. Bonds roll down to maturity over time, providing you with the bond’s yield to maturity.
Replace:
Upon each bond’s maturity, proceeds are reinvested into new bonds at the longest maturity on the ladder, thereby maintaining your portfolio structure.
Proprietary Research and Disciplined Risk Management
