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.
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, Boards 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 deeply committed to the clients we serve and views our role as that of a true 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.
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, tailored recommendations. These solutions are designed with clear purpose and accountability to support enhanced competitive performance.
We view the investment portfolio as a ‘shock absorber’—a tool to protect the balance sheet from margin compression in every interest rate environment. A well-structured, well-managed investment portfolio provides liquidity, enhances performance, and mitigates risk.
BondStreet’s core philosophy is to be more than just a financial services provider. We aspire to be a trusted partner, guiding our clients through the complexities of the financial landscape and working tirelessly to support their long-term institutional success.
