Bondurant Investment Advisory, a fiduciary financial advisory firm in Illinois, has solidified a partnership to offer its clients an upgraded experience.
Under the newly unveiled partnership with GMO's Nebo Wealth platform, BIA aims to more firmly embed the concept of mean reversion into its financial planning and portfolio management, enhancing its ability to provide comprehensive client service.
By incorporating mean reversion, which suggests that stock returns eventually revert to their historical averages, Bondurant Investment Advisory seeks to offer clients more accurate financial plans and improved investment outcomes.
The firm says that approach, unorthodox by industry standards, is intended to lead to reduced investment risks over the long term compared to traditional industry models.
"We know that money can be a tough topic," Scott Bondurant, the fiduciary investment firm’s namesake founder, said in a statement. "That's why we work with our clients to explore their life goals and figure out how we can build an investment framework to achieve those goals. Our clients can think of us as their outsourced personal Chief Investment Officer."
A veteran of the industry, Bondurant previously had a leading role at UBS Global Asset Management, where had a major role in developing and growing a $2.5 billion equity long/short platform as its managing director and global head of long/short strategies.
The firm’s services cater to affluent families and individuals at various stages of their financial journeys, from young thirty-something investors with long-term horizons to those approaching or entering retirement.
Bondurant aims to provide clear and actionable financial advice, helping clients make better investment decisions and build confidence in their financial future.
To enhance the client experience, the firm has launched a new website offering streamlined access to portfolio information, current investment landscape data, and other essential resources.
BIA says its new site will also feature updated user accessibility, relevant and up-to-date content on investment topics, and integration with the firm's social media channels.
"We focus on helping clients see the big picture and make informed decisions that align with their long-term objectives," said Bondurant.
When advisors have tech to handle meeting prep and organization, it frees up time they can reinvest more thoughtfully into helping clients.
LPL Financial and Raymond James also add independent advisors from Osaic and Edward Jones in Michigan and Arizona.
The SEC-registered RIA advises on more than $1 billion in client assets, with no advisory fee through 2027 and no human financial advisors.
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