Indexed Risk Control™:
The Next Generation of Fixed Income Investing
Whether you are looking for a Collective Investment Trust (CIT), Separately Managed Account (SMA) or a Private Trust for accredited investors, our strategies are redefining how investors manage risk.
Market conditions have evolved, prompting innovative advisors to change how they manage their clients’ risk. Build offers a novel approach to portfolio construction and risk management, striving to do better in the worst market conditions, yet still offer the opportunity to see upside in the long term. Our rules-based quantitative framework and innovative investment process employ the time-proven risk management benefits of fixed income while overlaying long-only call options to participate in the upside of the equities market.
Indexed Risk Control™ is designed to protect portfolios from sharp downturns with benefits as the market recovers. Addressing the consequences of today’s evolving market conditions, our risk management framework is intended to be used as an alternative to traditional fixed income or an overall risk mitigation solution.
Learn More About Our Strategies
We believe that our family of strategies are an important and versatile answer to the solutions previously available to Institutional and High Net Worth investors.
– Matt Dines, Co-Founder and CIO Build Asset Management
A Smoother Ride
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.*
Build was founded to provide savers and investors with solutions that keep their long-term goals on track as we navigate a new, disruptive era in financial markets. Today we’re proud to celebrate the first anniversary of the launch of Build’s Indexed Risk Control...
Shinda Bickham and Hugh Tuomey discuss what these announcements really mean for investors. In layman's terms, are low rates good or bad for investors? Shinda: It depends; low rates mean lower borrowing costs, but also mean lower yields for fixed income investors. For...
The financial, political, and social volatility of 2020 perfectly illustrated the need for investors to have a strategy that provides downside protection while still offering upside potential. In our 2020 recap below, we’ll talk through some of the key trends advisors...
Build Asset Management, LLC (a/k/a Build Asset Management and/or GetBuilding.com) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration of an investment adviser does not imply any skill or training. Build Asset Management does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
Build does not guarantee any minimum level of investment performance or the success of any index portfolio, index, mutual fund or investment strategy. Past performance does not guarantee future results. There is a potential for loss in any investment, including loss of principal invested. All investments involve risk, and different types of investments involve varying degrees of risk. Investment recommendations will not always be profitable.
No representation is being made that any client account will or is likely to achieve profit or losses similar to those shown in hypothetical back-tested performance. Impacts of federal and state taxes and trading costs are not included in the results of index portfolio or index returns. Hypothetical back-tested performance information shown in text, charts, tables and graphs is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Unlike actual performance, hypothetical, back-tested or simulated results are achieved by means of the retroactive application of a back-tested model itself designed with the benefit of hindsight. The back-testing of performance differs from actual performance because the allocation rules may be adjusted at any time, for any reason, and can continue to be changed until desired or better performance results are achieved. Back-testing does not reflect actual trading in any account.
Strategy composition information such as strategy allocation, sector weight, and top five holdings is provided as of a specific date and is subject to change. The top five holdings are representative of the model portfolio and actual account holdings may vary due to inflows, outflows, liquidity needs or other requirements of the account. It should not be assumed that an investment in the securities identified in the top 5 holdings was or will be profitable. The holdings identified do not represent all of the securities purchased, sold, or "recommended for our clients." To obtain the contribution calculation methodology and a complete list of every holding’s contribution to the overall portfolio’s performance during the period, please contact firstname.lastname@example.org.
For more information contact us at (833) 852-8453. General Disclaimers.