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STRATEGIES

BOND
LADDERS

Winthrop offers Corporate and Municipal Bond Ladder strategies to clients seeking to deliver a stable stream of investment income while preserving capital.

CORPORATE BOND LADDERS

OBJECTIVE

Our goal is to build laddered fixed income portfolios for our clients that allow for a stable stream of investment income while preserving capital.

These are not just passively managed portfolios. We continuously seek opportunities to enhance portfolio returns, but the preservation of capital remains one of the dual tenants of our Corporate Bond Ladder Portfolio strategy. Investors have different investment horizons and income goals. As a result, we offer several Corporate Bond Ladder solutions with different time horizons and income goals.

MUNICIPAL BOND LADDERS

OBJECTIVE

The Municipal Bond Ladder strategy seeks to deliver income opportunities while preserving capital and reducing interest rate risk by investing in laddered municipal bonds and maintaining a controlled duration discipline.

The strategy invests in all major investment-grade sectors of the municipal bond market including general obligation, revenue, special purpose bonds, and tax increment financing bonds. Portfolio risk is managed through individual security selection, sector allocation and overall portfolio duration strategy relative to the benchmark.

A HISTORY OF SUPERIOR
PERFORMANCE

Many of our investment strategies and models have earned industry recognition and high rankings.

VIEW OUR AWARDS HISTORY
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