About BondWave

BondWave LLC (BondWave®) was founded to create innovative new solutions in the fixed income securities markets. BondWave provides the platform and automated technology that enables the Program Portfolios® approach.  Bondwave Advisors™, a division of BondWave, provides advisory and consulting services to facilitate the implementation of Program Portfolios methodology. BondWave is a subsidiary of First Trust Portfolios L.P.

We recognize the increasing demand for fixed income assets in retail portfolios as investor demographics change with the retirement of the baby boomer generation. In many cases, however, advisors or brokers may have little or no experience building or maintaining fixed income portfolios and often require third-party assistance to meet the needs of new and existing clients. In other instances, advisors may be familiar with fixed income but may face a ceiling of continued asset growth due to the portfolio management workload.

As an alternative to the common practice of shifting assets to third-party money managers or bond funds, BondWave saw a need for an automated portfolio manufacturing and maintenance solution that empowers the financial professional. Program Portfolios answer this need and provide the vehicle to grow your fixed income business.

We would welcome an opportunity to discuss ways in which BondWave can help increase your competitive advantage in the fixed income marketplace. Please call us today at 630.517.7000 if we may be of service.

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Affiliated Sites:

  First Trust
  First Trust Investment Banking
  FT Capital Partners