Serviced Bond Solution is designed to make using individual bonds easy and efficient for advisors.
Some of the key benefits are:
You keep discretion
No new client paperwork
No account minimums
Easy to implement
Fees as low as 13 basis points
Learn more about this unique approach using individual bonds…
This program streamlines the use of individual bonds for advisors.
We save you time by:
  • Assigning a Fixed Income Trader to all your accounts
  • Constructing and servicing custom bond portfolios
  • Automatic downloads from custodians
  • Provides continuous portfolio monitoring with email alerts
Program Benefits
  • Lower cost than most bond funds and SMAs
  • You keep discretion
  • No account minimums
  • No new client paperwork
  • Reduces your compliance exposure
  • Saves you time
Its like having your own Fixed Income Trader on staff for a fraction of the cost.
On a daily basis our robust technology provides comprehensive
portfolio monitoring and sends email alerts right to you.
Types of Monitoring
  • Called or maturing bonds
  • Downgrades
  • Credit Watch
  • Material Events
  • Portfolio Drift
  • Changes in Account or holding value
  • Investment Policy Adherence
  • Compliance Guidelines
  • Report Scheduling
  • Many more
This program streamlines the use of individual bonds for advisors.
We save you time by:
  • Assigning a Fixed Income Trader to all your accounts
  • Constructing and servicing custom bond portfolios
  • Automatic downloads from custodians
  • Provides continuous portfolio monitoring with email alerts
Program Benefits
  • Lower cost than most bond funds and SMAs
  • You keep discretion
  • No account minimums
  • No new client paperwork
  • Reduces your compliance exposure
  • Saves you time
Its like having your own Fixed Income Trader on staff for a fraction of the cost.
On a daily basis our robust technology provides comprehensive
portfolio monitoring and send email alerts right to you.
Types of Monitoring
  • Called or maturing bonds
  • Downgrades
  • Credit Watch
  • Material Events
  • Portfolio Drift
  • Changes in Account or holding value
  • Investment Policy Adherence
  • Compliance Guidelines
  • Report Scheduling
  • Many more

Leverage our unique program to enhance your capabilities and offer individual bonds in an easy and cost effective solution.

Learn More