Fixed income

Municipal Ladder Strategy

The strategy pursues stable, tax-efficient income and limited volatility of principal by investing in a diversified portfolio of high-quality, investment-grade municipal bonds with laddered maturities.

Competitive advantages

Independent thinking and discipline

A large, seasoned team of municipal fixed income analysts is supported by compliance and portfolio analytics systems.

Collaboration across asset classes

The team can use taxable fixed income analysts to gain intelligence on corporate bonds.

Flexible but uncompromising

The team has the willingness and ability to move down in credit without compromising the investment process.

Our team
Meet the investment team

Investment success results from disciplined return-enhancement strategies balanced with prudent risk management.

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We look forward to helping you with your investment needs