Customized individual bond portfolio services and solutions

What we Do

We work with independent RIAs to provide a full suite of individual bond portfolio solutions customized to your firm and individual client needs.

  • No ongoing management fees
  • Highly customizable
  • Differentiates your firm

Let us do the heavy lifting to help you look good to your clients.

Man looking at bond portfolio services on computer screen with wall of computer monitors behind him

Common portfolios we typically construct


Our approach allows you to remain in control of the overall process, assets remain in the client accounts at their custodian (no separate accounts), while we do the heavy lifting.

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If you had a dedicated fixed-income team with decades of experience and sophisticated analytical tools…

How would you put them to work to help your clients and grow your business?

Design and implement customized individual bond portfolios

Monitor holdings for credit quality, duration, and more

Discuss overall FI strategy and help with firm-level fixed-income allocation decisions

Generate customized proposals for you to share with clients or prospective clients

Review holdings of current or prospective clients and report back on findings

Conduct global holdings reviews to monitor for credit concerns and log for your compliance files

Help with best-execution and other compliance related tasks

Ad-hoc project-based work as needed – can be anything from advanced analytics, to excel/workflow design and enhancement, to specific credit research

Trade settlement support and logistics – we do all the heavy lifting

IF You:

  • Typically use mutual funds but would like to offer an individual bond solution to meet certain client objectives or simply differentiate your firm from your competitors
  • Use SMAs but would prefer to save clients the management fee and move those asset in-house
  • Currently use individual bonds and find that it takes up too much of your valuable time
  • Feel like your firm could use more fixed-income firepower

It’s time to try something different.


“I would say that these guys are absolute experts in their area, they are trustworthy, and they communicate very, very effectively with our firm. When we have questions on an ad hoc basis they are always there to answer our questions.”

“We love to be able to customize individual bond portfolios and we are always selling to clients how smart these guys are and how good they are at what they do.”

“I completely trust that they are doing things the right way. Their expertise in the fixed income market is second to none and their technical knowledge is absolutely exceptional.”

“Most firms choose to buy bonds on the custodian’s inventory. We didn’t want to provide that general of a solution to our clients. With SPFG we felt like we found a cost effective way to provide what feels like a more personalized and customized solution to clients without having to hire someone.”