Getting Started
You’ve come so far to build your wealth; now it’s time to put that wealth to work.
Your Personal Chief Investment Officer
We have worked with our clients for years to make their money work for them. Through various services and plans, we aim to make our client’s life goals a reality by aligning these goals with a sound financial plan. Throughout the client’s journey with us, we like to offer a personal solution. We have created services that will make you feel like you have a personal chief investment officer on your side. So you can focus on the things that matter most to you.
Beginning Our Journey
When you have worked so hard for many years to amass your wealth, you want to be sure your advisor will work as hard for you. By choosing Bondurant Investment Advisory, you are getting a team of fiduciary financial advisors with over 30 years of experience in the industry. Not to mention institutional quality portfolio construction and a personalized planning experience. Bondurant is an advisory that deals mainly with individuals and families who have created generational wealth to leave a legacy.
Uncovering Your Goals and Objectives
We seek to understand your goals and objectives at the beginning of our relationship—an essential step in the process of creating an optimized, custom asset allocation.
Research and Portfolio Construction
Now that we have uncovered your goals and objectives, we can begin researching and designing a portfolio rooted in empirical research that aligns with your values and aspirations.
The Investment Approach
Creating the right asset allocation is made simpler by our investment approach. By incorporating Nebo Wealth’s next generation mean reverting Monte Carlo engine we can create better risk and return forecasts and craft an optimized plan for you.
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.Â
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.
Services Built to Optimize
Optimizing growth, preservation, and overall financial well-being is made possible by harmoniously coordinating diverse financial elements with strategies that work seamlessly.
Financial Planning
Legacy Planning
Secure a lasting legacy by passing down wealth, morals, and knowledge to your heirs, ensuring an enduring effect on their wisdom and financial security.
Wealth Management
Including risk management, financial planning, and investment management to optimize asset growth and wealth preservation for affluent individuals and families.
Services Built to Optimize
Optimizing growth, preservation, and overall financial well-being is made possible by harmoniously coordinating diverse financial elements with strategies that work seamlessly.
Legacy Planning
Preserve and pass on wealth, morals, and knowledge to future generations to leave a lasting effect on heirs’ financial security.
Wealth Management
Including risk management, financial planning, and investment management to optimize asset growth and preservation for affluent individuals and families.
Financial Planning
An intentional method of allocating funds, establishing objectives, and putting specific plans into action, all to secure a successful future.
Bondurant Resources
Knowledge is power. Uncover rewarding insights in our range of blogs and our resources.Â
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.
