Webull has launched Managed Bond Portfolios giving retail investors in the US access to professionally managed individual bond portfolios.
With a starting price of $500, the firm says it’s a fraction of the $250,000-plus minimums that have historically kept this category of fixed income investing out of reach for most Americans. The firm claims it is the first robo-advised individual bond portfolio available to retail investors.
The offering, delivered through Webull Advisors, is powered by Moment, a New York-based fixed income infrastructure firm whose technology is used by firms managing more than $10 trillion in client assets, including Edward Jones, LPL Financial, and Hightower Advisors.
The launch arrives as financial advisors and wealth managers increasingly field client demand for income-generating strategies. Individual bond ownership, which differs from bond funds or exchange-traded funds by offering defined maturity dates and greater principal visibility, has grown in appeal since the Federal Reserve's aggressive rate-hiking cycle that began in 2022 reshaped the fixed income landscape.
Webull Advisors is rolling out two strategies under the new managed bond offering. The Enhanced Cash strategy invests in US Treasury securities with maturities of up to two years, targeting higher yield potential than traditional cash or money market alternatives while maintaining relatively low volatility. It carries a minimum investment of $500 and an annual fee of 15 basis points.
The High Income strategy is designed for investors seeking broader fixed income exposure. It invests across investment-grade and high-yield bonds, targets 6 percent or more in annualized income over time, and requires a $2,000 minimum with a 30-basis-point annual fee. Both are discretionary accounts, meaning Webull Advisors makes ongoing investment decisions on behalf of clients; investors do not select individual bonds directly.
The Managed Bond Portfolios are built on Moment's fixed income infrastructure, which the firm says was purpose-built to make institutional-grade bond portfolio construction available at scale for retail-facing platforms. Moment was founded by former quantitative traders from Citadel Securities and is backed by Andreessen Horowitz, Index Ventures, and Lightspeed Venture Partners.
Matt Peterson, head of fixed income at Webull, noted that structural and technological improvements in the bond market over the past five years have created the conditions for this kind of democratization.
"Many retail investors still don't have the time, knowledge, or desire to build these portfolios on their own," Peterson said. "Our Managed Bond Portfolios solve that, making professional bond portfolio management practical at account sizes that would have been impossible to serve economically just a few years ago."
The broader fixed income technology space has seen rapid evolution, with platforms competing to bring bond market access to retail investors at lower cost and with less complexity.
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