A Chief Investment Officer for Your Personal Portfolio

Providing tailor-made planning and investment frameworks that empower affluent individuals and families to confidently identify and achieve their goals.

DEPTH OF RESOURCES:

YOUR VALUE

The Bondurant Difference

At Bondurant Investment Advisory, our mission is to guide clients in identifying and achieving their life goals by providing institutional quality, empirically backed investment solutions. Our unique approach to measuring risk and constructing portfolios is driven by our philosophy of incorporating mean reversion into all financial plans and client portfolios. We know money can be a tough topic. That’s why we work with our clients to explore and deepen a connection to:

OUR SERVICES

A Differentiated Approach

Through understanding your real needs and goals, we meticulously prepare a granular forecast of all future cash flows to ensure a tailored strategy that aligns with your unique financial aspirations. Then, we employ a robust risk analysis using Nebo Wealth’s next generation needs based Monte Carlo engine. This method informs your customized investment portfolio that reflects your individual preferences and safeguards your financial future.

Financial Planning

Discover priorities and create a ground plan. 

Wealth Management

Build a customized institutional-quality portfolio that ties your financial life together. 

Legacy Planning

Ensure future generations benefit from your lasting legacy.

Getting Started

Learn how a differentiated approach can work for you.
OUR CLIENTS

Affluent Individuals & Families

For those who desire a clear vision of their financial future, we serve as trusted partners in achieving their goals. Whether expanding your net worth, strategically planning for retirement, or optimizing generational wealth, our clients rely on us to guide them through the complexities of investing, ensuring a prosperous future for their families.

Generational Wealth ​

Your confidential partner in navigating the complexities of your wealth.

A New Life Stage ​

Providing the support and guidance necessary to confidently move your future forward.

Growing Net Worth

Get clear, actionable advice supported by our expertise.

Self-Directed Investors ​

Benefit from a second opinion and a structured framework.

How Can We Help?

If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges. 

How Can We Help?

If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.

TAILORED PLANS & FRAMEWORKS

Investment Approach

In the world of investing, the choice between a random walk approach and a mean reversion strategy can significantly impact financial outcomes. A random walk approach assumes that stock prices follow a random path, making it challenging to predict future movements. On the other hand, an approach using mean reversion operates on the belief that prices will eventually revert to their historical average. As your financial advisors, we navigate these contrasting philosophies, carefully considering market trends, historical data, and your unique financial goals. By blending the strengths of both approaches, we strive to create a well-balanced investment strategy that aims to optimize returns while managing risk effectively.

Your Financial
Plan

We work to understand your unique life – both financial and personal aspirations. Then overlay data that drives your plan.

Employing Mean Reversion

Mean reversion is a statistical phenomenon suggesting that equity prices revert to their historical average or mean over time. Our proprietary allocation method incorporates mean reversion in forecasting wealth shortfall optimization.

Your Investment Framework

Leverage our investment experience and research to assess and choose securities globally. With our long-term investment strategy, you can harness the power of compounding returns—an often underestimated force that we consider essential for achieving your long-term financial goals.

Compound interest is the Eighth Wonder of the World. Who understands it… earns it. He who doesn’t, pays it.’

Albert Einstein

YOUR TEAM

Learn More About Bondurant

Bondurant Investment Advisory (BIA) was established by Scott Bondurant, former Managing Director & Global Head of Long/Short Strategies at UBS Global Asset Management. With a wealth of experience, Scott holds the role of Adjunct Professor at Northwestern University and has also been President of the American Platform Tennis Association over the past seven years.

EXPLORE MORE

Financial Insights

Explore our informative articles and webinars to gain crucial insight into effective financial decision making.

Get In Touch

Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.

Get In Touch

Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.

Get In Touch

Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.