About BondWave

BondWave LLC (BondWave^®) is a registered investment advisor and provider of innovative fixed income solutions. Our customers and business partners include some of the leading firms in the financial services industry.

BondWave offers a fixed income investment methodology called Program Portfolios^® that is designed to simplify and reduce the cost of individual bond investment. This unique solution enables an advisor to create and manage a custom bond portfolio for each client using a model-based investment strategy. Advisors may private-label and direct the entire investment process, which includes strategy selection, portfolio monitoring services, customized electronic messaging and reporting. Advisors maintain control of assets along with trade discretion and execution. Program Portfolios enable the advisor to offer a disciplined individual bond investment solution to clients as a cost-competitive alternative to bond funds, ETFs and SMAs. Program Portfolios are available for all core U.S. fixed income taxable and tax-exempt asset classes.

BondWave Advisors^® is a division of BondWave LLC that serves as a consultant and advisor to registered investment advisors (RIAs) during development and ongoing management of investment strategies and Program Portfolios methodology.

BondWave is an affiliate of First Trust Portfolios L.P. (First Trust). Established in 1991, First Trust and its affiliate, First Trust Advisors L.P. (“FTA”), operate in the United States and also in Canada. The firms provide a variety of investment services, including asset management, financial advisory services and municipal and corporate investment banking, FTA currently has assets under management or supervision of over $30 billion through open- and closed-end funds, unit investment trusts, separate managed accounts and exchange-traded funds.

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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