A study by Deloitte(1) indicates that one of the most disruptive factors facing Wealth Managers is the upcoming transfer of wealth from baby boomers to their children. While this transfer will upset many established advisor/client relationships, it will also create opportunities for innovative firms to grow market share.
Young and old seek downside protection
According to Deloitte, these children-of-boomer investors view risk differently than their parents: they often perceive risk as downside rather than as volatility. More and more younger investors are seeking capital preservation as a primary investment goal.
During market pull-backs, investors close to retirement are more likely to prematurely exit the market than younger participants(2). When older investors see the market in a precipitous 35% nosedive, they put longevity risk aside and switch to survival mode.
As a result, wealth managers are seeking innovative solutions to provide downside risk protection for investors of all ages.
Build Asset Management was founded with one sole purpose: to create innovative investment strategies that protect investors’ capital while providing meaningful appreciation. We take the best ideas in the financial industry, improve upon them, and create unique solutions to protect your clients’ capital.
In 2020, during the market’s fastest drawdown on record, Build’s flagship Conservative strategy – which consists of over 90% fixed income – had a max drawdown of only 6.24%, while many other conservative strategies experienced a drawdown of 15% or more. Our strategy ended the year up 8.5%.
Build’s Indexed Risk Control™ strategies are available for all types of investor objectives, Conservative, Moderate and Aggressive.
Contact the Regional Director in your state to learn what role Build’s investment strategies can play in your clients’ plans.
Build Asset Management, LLC (a/k/a Build and/or Get Building) is a registered investment adviser in the States of Missouri, South Dakota, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.