Bondwire

Bondwire provides investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and certain business entities. Services include continuous portfolio management through separately managed accounts, referrals to third‑party money managers, and advice across a broad range of securities such as fixed income, foreign issues, ETFs, options, futures and variable products.

The firm’s investment process emphasizes fundamental analysis supported by technology tools (for example, Hidden Levers) and employs both long‑ and short‑term strategies, option writing, and margin transactions; portfolios are tailored to each client’s objectives and may be managed on a discretionary basis. Bondwire conducts at least quarterly account reviews, communicates with third‑party managers on clients’ behalf when applicable, and permits clients to impose reasonable investment restrictions.

Distinctive features relative to peers include a materially larger non‑U.S. client base and an explicit capacity to trade foreign issues, along with the firm’s use of borrowing on margin and derivatives (options and futures) within separately managed accounts—practices that are relatively uncommon among supported firms. The firm also operates referral arrangements with selected third‑party managers (including receiving a portion of manager fees for referrals) and is a small advisory team overseeing roughly $49 million in client assets across about 226 accounts.