BondSavvy brings a unique perspective to bond investing. We believe a portfolio of select individual corporate bonds can drive
superior returns compared to "own-everything" bond funds and ETFs. We pinpoint investment opportunities for you that
you can incorporate into your clients' portfolios.
Each year, we make 25 to 30 CUSIP-level corporate bond recommendations. We lay out the case for investing in each of our recommended bonds, which includes a detailed discussion on the issuing company’s business, industry trends, and financials. With our analysis, you will be equipped to make corporate bond investment decisions for your clients.
Please fill out the contact form here and we will call to further discuss how we work with financial advisors and RIAs. We look forward to partnering with you for the benefit of your clients.