"BondSavvy is terrific! It offers detailed bond recommendations and information updates (including timely hold and sell alerts), with great service and responsiveness. Very glad I subscribed."
"As a new subscriber to BondSavvy, I have gathered a treasure trove of investing techniques that have allowed me to convert my portfolio from mostly stock holdings to a valuable... Read more
"I have been a member for over a year and my first year returns have been terrific - over 15% returns within 12 months! BondSavvy is a great service that provides you education... Read more
"I simply could not be more pleased with the service."
Our goal is to provide advisors with access to our recommendations at a fee comparable to – or lower than – a low-cost bond ETF. We charge based on the advisor’s individual corporate bond AUM. For example, for advisors with less than $5 million in corporate bond AUM, we charge a first-year fee of $750. In subsequent years, we may adjust this fee based on how broadly our recommendations are used in client portfolios.
|Access to all new recommendations plus our 48 prior recommendations||After quarterly earnings
6 NEW PICKS
|Webcast where we update prior buy/sell/hold bond recommendations||3x each year:
Jan, May and Oct
ALL PICKS UPDATED JAN 23 '20
|Bond investment newsletter emailed to subscribers with further buy/sell/hold updates, tender offer recommendations, etc.||Regularly throughout the year|
|Subscriber Q&A webcasts on corporate bond investing||3-4x each year|
Before BondSavvy, bond investors had two unappealing choices: 1) sift through thousands of individual corporate bonds and guess which ones to buy and 2) invest in bond funds that often have weak returns and understate the true cost of such investments. BondSavvy empowers subscribers to make direct investments in bonds, which reduces costs, increases transparency, and enables investors to maximize returns. Our bond recommendations take the guesswork out of bond investing and save time, as subscribers access thoroughly researched sets of bond recommendations they can add to their portfolios.
As soon as you subscribe to BondSavvy, you gain immediate access to all of our current and previous bond investment recommendations. This includes access to all prior editions of The Bondcast, where we present new bond recommendations, and The Super Bondcast, where we update existing investment recommendations. Subscribers receive a tremendous amount of value immediately. As a result, we do not offer free trials.
Steve Shaw founded BondSavvy to empower investors. We want individual investors to know everything the big guys know about bond investing. We host Office Hours three times each year where subscribers submit questions regarding corporate bond investing. Steve then reviews his answers to each subscriber question during the Office Hours webcast.
We Present Four New Bond Picks at Each Edition of The Bondcast
Watch Founder Steve Shaw preview the premier of The Bondcast