$1350
24 Months
Access to:
60 current buy/hold bond picks
4 to 5 new bond picks each quarter via webcast
Quarterly buy/sell/hold updates via webcast plus additional email updates
'Bondsavvy Forum' to ask questions

Bondsavvy equips financial advisors to:
- Differentiate their practices with unparalleled bond investing expertise they can use to benefit their clients
- Improve client performance through a select portfolio of individual corporate bonds
- Better understand the US economy and fixed income markets based on our bond recommendation webcasts
- Regularly engage clients on new bond investing opportunities and market dynamics (if you like adding value to your clients, then Bondsavvy is for you)
How we charge
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.