Who is BondStreet?

BondStreet is an independent financial services practice and a member firm of Kestra Private Wealth Services, LLC, (“Kestra PWS”). We offer securities through Kestra Investment Services, and our parent company, Kestra Financial, is majority owned by funds affiliated with Warburg Pincus, LLC. Our exclusive focus is on institutional clients, developing tailored investment strategies and managing asset allocation.

What does BondStreet offer?

We provide comprehensive financial services to institutional clients. Our offerings include developing and implementing investment strategies, managing asset allocation, mitigating interest rate risk, and providing tactical guidance in managing cash-flow, duration, optionality, and convexity.

How does BondStreet manage asset allocation and interest rate risk?

BondStreet manages asset allocation and interest rate risk by developing precise investment strategies and offering tactical guidance based on each client’s unique needs.

What is the ‘partnership approach’ that BondStreet emphasizes?

At BondStreet, we believe in collaborating closely with our clients. We engage with your Executive Management, Board of Directors, and ALCO Committees regularly to better understand your institution’s needs. This partnership approach allows us to create personalized strategies that align with your unique business model and financial objectives.

How does BondStreet handle risk management?

We view the investment portfolio as a ‘shock absorber’ to your balance sheet. Our approach involves crafting a well-structured, well-managed investment portfolio that mitigates interest rate risk, providing liquidity, and enhancing performance, thereby safeguarding your balance sheet from margin compression in any interest rate environment.

What sets BondStreet apart from other financial services providers?

We differentiate ourselves through our partnership approach, our dedication to investment education, and our strategic relationships with industry leaders like Kestra Financial and Warburg Pincus, LLC. We also pride ourselves on our track record of delivering unique insight and value to our clients.

How can I start working with BondStreet?

Starting with BondStreet is easy. Just click the “Get Started” button on our homepage, or you can reach out to us directly via our Contact Us page. We look forward to embarking on a journey towards financial success with you.