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WHAT WE DOOutsourced Trading

We Partner With You

Individual bonds play a critical role in client portfolios seeking to provide principal protection, income, and diversification from equities.

The challenge for many advisors is that the bond market is large, complex, and daunting. Help with bonds from a company that knows the market may be what you need. That is why Oppenheimer Outsourced Trading is here to assist.

What are the benefits?

advisors

Key Benefits for Advisors

  • Easy and cost efficient
  • No management or advisory fees
  • No client paperwork; no new account setup
  • Bonds delivered directly to your client’s account
  • Proposal including detailed analytics
  • Direct access to institutional traders
  • Institutional pricing
  • Best execution
  • All fixed income types (Municipals, Corporates, Treasuries, Agencies, CDs, and Structured Products)

clients

Key Benefits for Clients

  • Each portfolio is meticulously customized to meet your client’s unique needs, taking into account factors such as taxable vs. tax-exempt options, bond structure (ladder, barbell, or custom), as well as preferences regarding bond types, investment committee guidelines, and account-specific rules
  • Principal protection (when held to maturity*)
  • Predictable income and cash-flows
  • View actual holdings of well-known companies and municipalities directly on client statements
  • All the benefits that individual bonds provide

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Premium Services

Outsourced Trading Powered by Bondwave®

Learn more about Bondwave® Bondwave

Insight into every fixed income position and transaction – every time.

Through our partnership with BondWave®, you can track portfolio performance real time and access intuitive reporting to share with your clients. BondWave's Effi® platform leverages data science and emerging technologies to develop unique data sets that provide enhanced insights. Effi® delivers solutions that can help you save time, support regulatory requirements – and build lasting client relationships.

Benefits of BondWave®

BondWave® was built to benefit professionals like you. Our customized solutions make life easier for traders, advisors, supervisors — every type of user.

  • You keep discretion
  • No new client paperwork
  • No account minimums
  • Easy to implement
  • Fees as low as 13 basis points

This program streamlines the use of individual bonds for advisors.

We save you time by:

  • Assigning a Fixed Income Trader to all your accounts
  • Constructing and servicing custom bond portfolios
  • Automatic downloads from custodians
  • Provides continuous portfolio monitoring with email alerts

Benefits include:

  • Lower cost than most bond funds and SMAs
  • You keep discretion
  • No account minimums
  • No new client paperwork
  • Reduces your compliance exposure
  • Saves you time

It's like having your own Fixed Income Trader on staff for a fraction of the cost.

On a daily basis our robust technology provides comprehensive portfolio monitoring and sends email alerts right to you.

Types of Monitoring:

  • Called or maturing bonds
  • Downgrades
  • Credit Watch
  • Material Events
  • Portfolio Drift
  • Changes in Account or holding value
  • Investment Policy Adherence
  • Compliance Guidelines
  • Report Scheduling
  • Many more

Contact Us

Leverage our unique program to enhance your capabilities and offer individual bonds in an easy and cost-effective solution.

Get in Touch contact us