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 and reduce our fee in the first year since it may take several quarters for an advisor to incorporate our recommendations into client portfolios.
|Interactive webcast where we present new corporate bond recommendations||After quarterly earnings
New Picks Made Sept 23 and Coming Dec 17
|Interactive webcast where we update prior buy/sell/hold bond recommendations||3-4x each year:
All Picks Updated Sept 10. Next Update Nov 24
|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 to benefit from owning individual corporate bonds. We want individual investors to know everything
the world's largest institutional investors know about bond investing. We host BondSavvy Live, formerly known as BondSavvy 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 BondSavvy Live webcast.
Click here to watch a previous edition of BondSavvy Live.
We Present Four New Bond Picks at Each Edition of The Bondcast
Watch Founder Steve Shaw preview the premier of The Bondcast