Laddered Tax Efficient Fixed Income

Investment Approach

Designed for changing market environments, our ladder approach provides interest rate neutral investment through staggered maturities that consistently reinvest in changing rate environments. Our laddered tax efficient fixed income strategies offer predictable income and reinvestment while optimizing after-tax returns.

Key Features of Our Bond Ladder Solutions:

Tax Optimization
State-Specific Customization
Tax-Loss Harvesting
BBB Customization
Low Minimums and Fees
Trade Execution

Ladders at Work

Team

Investment Professionals

Kenneth M. Potts

Senior Vice President, Portfolio Manager

Ken is a strategy leader for the Tax Efficient Fixed Income Investments team. He is also a member of the Fixed Income Investment Committee and manages fixed income portfolios for high net worth individuals.

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Ryan Kearney

Vice President

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Judy Wesalo Temel

Senior Vice President, Director of Credit Research

Judy leads the fixed income credit research team. She is a member of the Fixed Income Investment Committee and the author of the book The Fundamentals of Municipal Bonds.

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Reese K. Trucks

Vice President, Credit Research

Reese is a municipal credit analyst with over twenty-five years of industry experience. In his current role, Reese supports the fixed income selection process for tax efficient and taxable strategies by providing fundamental credit analysis and commentary across all sectors of the municipal market.

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Dexter J. Torres

Senior Vice President, Portfolio Manager, Head of Trading

Dexter is Head of Trading and a Portfolio Manager for the Tax Efficient Fixed Income Investments team. He also serves as a member of the Fixed Income Investment Committee.

Read biography Dexter J. Torres