𝐇𝐨𝐰 𝐄𝐚𝐬𝐲 𝐈𝐬 𝐈𝐭 𝐭𝐨 𝐔𝐬𝐞 𝐁𝐨𝐧𝐝 𝐒𝐥𝐞𝐞𝐯𝐞𝐬 𝐨𝐧 𝐄𝐧𝐯𝐞𝐬𝐭𝐧𝐞𝐭? As a financial advisor, integrating bond sleeves into client portfolios on Envestnet is simpler than ever and can enhance investor outcomes. Here’s why: ▪ 𝐂𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐚𝐭 𝐒𝐜𝐚𝐥𝐞: Tailor bond allocations to match client risk profiles and investment objectives. ▪ 𝐃𝐢𝐯𝐞𝐫𝐬𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧: Access a wide array of fixed-income strategies from leading bond managers in a myriad of asset classes. ▪ 𝐒𝐞𝐚𝐦𝐥𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧: Effortlessly incorporate bond sleeves into both new and existing accounts. ▪ 𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: Improve diversification, optimize yields, manage credit quality and duration using bespoke SMA strategies. Managing fixed income doesn’t have to be complex—bond sleeves on Envestnet provide a smooth, customizable solution! Check out Sandhill Investment's 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐁𝐨𝐧𝐝 𝐒𝐌𝐀 now available on Envestnet, Inc.! https://lnkd.in/g_nvrxrG #FixedIncome #BondSleeves #Envestnet #PortfolioManagement #FinancialAdvisors #Diversification #InvestingSmart #WealthManagement #ClientSolutions #sandhillinvestment #bonds
Jeff Lowrie, CIMA®’s Post
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