We offer the following services to wealth managers:
An coverage list of recommended fixed income securities
Portfolio analysis
Emailed queries regarding specific bonds you or your client might have
Recommended List
BondLook maintains an extensive list of more than 50 corporate credits that is constantly updated and in a user-friendly format. Think of them as our best ideas in the corporate bond space.
Bond Queries
Got a bond you’d like BonLook to analyze? Not a problem! We can email you an analysis of a particular credit you might want to know about in no time at all.
Portfolio Analysis
Our client has a portfolio of bonds that your want to have analyzed. Perfect! BondLook can do this with a quick turnaround and with actionable ideas to improve the risk / return profile of the portfolio.