BondWave LLC

May 09, 2011 11:38 ET

BondWave Custom Bond Portfolio Services Now Available to Independent RIAs Through Shareholders Service Group

Services Provide Financial Advisors With a Systematic, Guided Approach to Bond Investing

WHEATON, IL--(Marketwire - May 9, 2011) - BondWave LLC (BondWave®), a provider of innovative bond portfolio management solutions,, and Shareholders Service Group (SSG), a brokerage and custodial firm for independent registered investment advisors,, today announced an agreement that will allow independent registered investment advisors using SSG to have access to BondWave Program Portfolios® services to create custom bond portfolios for their clients.

BondWave's portfolio technology and services provide a systematic, guided approach to bond investing that includes the following capabilities:

  • Model-based investment strategies and portfolio construction
  • Bond pricing transparency tools
  • Daily account monitoring with electronic alerts
  • Presentation-quality reports
  • Rebalancing assistance
  • Web portal access to account information and bond offerings from over 250 broker-dealers
  • Consulting and advisory services from BondWave Advisors®, a division of BondWave

Independent RIAs will have full control over the investment process and will be able to retain assets and manage the client relationship. Reports and marketing materials can be private-labeled to promote their firm. Advisors are free to execute trades with any desired trading partner, as BondWave supports an unbiased and objective investment process.

"Independent RIAs require an investment approach for individual bonds as an option for some clients, and we are pleased to offer BondWave services as a way to help meet this need," says Peter Mangan, President and CEO of Shareholders Service Group. "Advisors can select a suitable investment strategy for their client, and then utilize BondWave services to facilitate portfolio construction and management."

"BondWave Advisors can also serve as an 'Advisor to the Advisor' throughout the investment process," says Russ Graham, President and CEO of BondWave. "We provide strategy and practice management advice, as desired, to help integrate the Program Portfolios approach within the advisor's practice."

About BondWave LLC (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 recognizes the increasing demand for fixed income assets in investor portfolios and believes that a structured, disciplined approach to individual bond investing can provide significant advantages over other investment alternatives. To this end, BondWave provides technology, services and advice to help financial advisors offer their clients custom-tailored bond portfolios through an efficient and cost-effective process.

About Shareholders Service Group (SSG)
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company began serving independent RIAs in 2002, and currently serves over 825 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s. 800-380-7370

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