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Program Portfolios™ enable advisors to deliver custom individual bond portfolios using a sophisticated, model-driven approach that combines proprietary methodology and technology from BondWave LLC (BondWave®) with consulting and advisory services from BondWave Advisors™, a division of BondWave LLC. Program Portfolios allow advisors to retain assets and direct the entire investment process for each account and at the same time, reduce the portfolio management workload. The end result is an innovative process that reduces the complexity and expense required to create and manage portfolios of individual bonds.
- Program Portfolios Are Tailored for Your Requirements
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BondWave Advisors will work closely with your firm to customize the components of the Program Portfolio methodology and technology according to your policies, investment strategies and white-label branding requirements. These components include:
- Investment Allocation Strategies
- Program Models
- Portfolio Monitoring Services
- Automated Electronic Alerts
- Trade Execution Plans
- Customized Reporting
- Differentiate Your Firm and Grow Fixed Income Assets
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Program Portfolios enable your firm to differentiate itself with superior portfolio services that are delivered efficiently and at a competitive cost to other fixed income alternatives. As a result, personal portfolio service can be extended to retail investors on a mass-market scale with an overall approach that significantly enhances the ability to grow fixed income assets under management.
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