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