Free Special Report: The Adviser Investments Managed Bond Program - Adviser Investments

The Adviser Investments Managed Bond Program

Constructing a well-diversified bond portfolio is both an art and a science. We can help. Our Managed Bond Program is designed for investors who prefer to invest in high-quality individual bonds, rather than bond funds. Learn more in this special report, including:

  • Customization: We do not use a one-size-fits-all approach to portfolio construction. We take the time to learn your financial objectives and risk tolerance, and then structure your portfolio accordingly.
  • Quality: The bonds we select for your portfolio will always carry a rating of “A-” or above at the time of purchase and we will have an understanding of the issuer and how we are being paid back.
  • Diversification and Risk Control: To ensure your portfolio is properly diversified, we avoid overweighting investments.
  • Structure: We stagger your investments to create portfolios that have a range of bond maturities.

Whether you are a high-income earner, a retiree, or simply looking to preserve hard-earned capital and produce a specific rate of return for a certain period, sign-up here to receive our free guide about Adviser Investments’ Managed Bonds Program. Or, check out www.adviserinvestments.com/our-services/managed-bonds/.

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