Webull, an online investment platform, announced the launch of Managed Bond Portfolios, a new Webull Advisors offering that gives investors access to professionally managed portfolios of individual bonds. The company said the product is the first robo-advised individual bond portfolio offering available to retail investors.

Powered by Moment, Managed Bond Portfolios are designed to combine direct bond ownership with professional portfolio management. The offering is intended to help investors pursue income, diversification, and capital preservation without requiring them to select and manage bonds on their own. Moment’s infrastructure was built to make institutional fixed income accessible at scale, and Webull said the same engine used for trading, portfolio construction, and operations for firms is now supporting a similar experience for everyday investors.

Managed Bond Portfolios provide a fully managed way to access fixed income. Unlike bond funds or ETFs, individual bonds have defined maturity dates, giving investors greater visibility into when principal is expected to be returned, subject to issuer creditworthiness and other bond-market risks. Investors receive the benefits of direct bond ownership, while Webull Advisors handles portfolio construction, monitoring, and ongoing investment decisions on their behalf.

Webull is introducing two strategies intended to address different investor needs and risk profiles.

Enhanced Cash invests in U.S. Treasury securities with maturities of up to two years. It is designed to provide higher yield potential than traditional cash or money market alternatives while maintaining relatively low volatility. The strategy has a minimum investment of $500 and a 15-basis point annual fee.

High Income invests across investment-grade and high-yield bonds, with the objective of generating 6%+ annualized income over time. The strategy provides diversified exposure to fixed income markets that can perform differently from equities during periods of market volatility. High-yield bonds generally carry greater credit risk than investment-grade bonds, making professional selection and monitoring central to the managed structure. The strategy has a minimum investment of $2,000 and a 30-basis point annual fee.

“This launch marks a major step forward for Webull Advisors as we expand professional wealth management beyond what traditional robo-advisors and self-directed platforms can offer,” said Sara Schwartz, CEO of Webull Advisors. “With discretionary management of individual bond portfolios, we’re bringing ongoing professional oversight to fixed income strategies designed for a range of client needs, from generating income, to seeking higher yield on cash, to adding a more defensive layer to a portfolio. It’s bond portfolio management that’s historically been reserved for high-net-worth clients, now accessible to everyday investors.”

Individually managed bond portfolios have historically been unavailable to many retail investors because they often required minimums of $250,000 or more and annual management fees ranging from 0.50% to 1.00%. Webull said Managed Bond Portfolios make that experience available to a broader audience at a much lower cost than traditional offerings.

“Robo-advised platforms emerged almost 20 years ago, but until now the technology has been applied almost exclusively to ETF portfolios and, more recently, direct indexing. With today’s launch, that has changed,” said Matt Peterson, Head of Fixed Income at Webull. “Over the last 5 years the bond market has seen dramatic structural and technological improvements that have led to a material shift toward individual bond ownership. However, many retail investors still don’t have the time, knowledge, or desire to build these portfolios on their own. 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.”

“For most people, a professionally managed bond portfolio has never been an option – it’s always been locked inside systems built for the wealthiest investors,” said Ammer Soliman, COO and Co-Founder of Moment. “We built Moment to make that infrastructure deliverable at any scale. What Webull is launching today puts the same portfolio construction engine used by firms managing trillions of dollars to work for investors starting at $500.”

The offering is available only to U.S. investors and is structured as a discretionary account. Under that structure, Webull Advisors, using Moment’s fixed income infrastructure, makes ongoing investment decisions for clients within the strategy they choose. Investors do not select individual bonds directly.

Managed Bond Portfolios mark the latest expansion of Webull’s wealth management capabilities and reflect the company’s broader effort to increase access to professional-grade investment tools across asset classes. The launch also extends a wider shift in digital wealth platforms from self-directed trading and ETF-based allocation toward more specialized managed accounts. The offering is designed to allow investors to complement active trading strategies with income-oriented fixed-income solutions built for longer-term portfolio objectives.