BondSavvy believes investors can be better served owning individual corporate bonds rather than bond funds, as they
can provide higher returns, better principal protection, and more precise asset allocation.
But how do you decide which investments to make since there are so many bonds to choose from?
Each year, we provide clients 25 to 30 CUSIP-level recommendations. Prior to each recommendation, we evaluate company SEC filings, earnings calls, and bond trading data to determine which bonds have the best opportunity to drive the strongest total returns. We boil our analysis into digestible research you can use to make successful investment decisions.
Please fill out the contact form here, and we will call you to discuss how we can work together. We look forward to partnering with you.