BondStreet is an independent financial services practice dedicated to delivering comprehensive financial solutions to institutional clients. As a member firm of Kestra Private Wealth Services, LLC, (“Kestra PWS”), our financial professionals offer securities through Kestra Investment Services, a privately held broker-dealer. We’re proud to be under the umbrella of Kestra Financial, majority owned by funds affiliated with and managed by Warburg Pincus, LLC, a leading global private equity firm based in NY.
At BondStreet, our singular focus is working with institutional clients to develop and implement robust investment strategies, manage asset allocation, and mitigate interest rate risk. We offer tactical guidance to manage cash-flow, duration, optionality, and convexity. We differentiate ourselves through a unique “partnership approach”, allocating substantial time and effort within the realm of investment education and regularly interfacing with Executive Management, Board of Directors, and ALCO Committees.
We strive to build fixed income portfolios for our clients that successfully address their financial objectives and risk management needs. Our team at BondStreet is extremely committed to the clients that we serve and considers our role as one of a partner in financial decision-making. With in-depth knowledge of institutional investment portfolio dynamics, regulatory structure, and a professional, long-term approach, we have a proven track record of delivering unique insights and value to our clients.
In an increasingly demanding regulatory environment, we understand the growing responsibility on Institutional Executives. Our approach involves gaining a thorough understanding of each client’s balance sheet, business model, and long-term goals so that we can make intelligent recommendations. These recommendations enable us to provide solutions with clear purpose and accountability for enhanced competitive performance.
We view the investment portfolio as a ‘shock absorber’ to protect the balance sheet from margin compression in every interest rate environment. A well-structured, well-managed investment portfolio serves to provide liquidity, enhance performance, and mitigate interest rate risk.
BondStreet’s core philosophy is to be more than just a financial services provider. We aspire to be a partner to our clients, guiding them through the ever-changing financial landscape, and working tirelessly towards their institutional success.
