Municipal and Government Bond Portfolio Laddering

Playing it safe means lowest risk possible. For those investors needing allocations of fixed income, we build laddered portfolios of non-corporate individual bonds. Depending on an individuals tax consequences the two primary portfolios consist of either government bonds, or for those needing completely tax free income, municipal bonds.

With 20 plus years of fixed income experience and access to a state of the art dealer inventory trading platform, we are able to access multiple dealer inventories to find the largest section and best pricing for our clients.

Please call our office for a personalized portfolio recommendation.