Laddered Portfolio Management
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:
Managing a successful laddered portfolio begins with investments across a range of maturities per strategy guidelines to lock in market yields.
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.
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