Finally, an easy way for you to offer individual bond portfolios for a fee as low as 13 bps of your fixed income assets in the program.
Individual Bonds Made Easy for Financial AdvisorsOur program streamlines the use of individual bonds for advisors and clients of any size. Program Highlights:
- A dedicated Trader assigned to all accounts you put in the program
- You keep discretion…no trade occurs without your consent
- Construction and servicing of custom bond portfolios according to individual client needs and parameters
- Continuous portfolio monitoring with email alerts so you are always aware of credit changes, material events, matured/called bonds and much more.
- Real time access to a multitude of performance and holdings reports via our Advisor Web Portal
- No minimum account size
- More cost effective than most funds and SMAs