Retirement Solutions

Add Us to Your Plan

Talk to a Build professional to discuss how our retirement solutions may fit into your plan design.

Our Retirement Solution

We applied our methodology to retirement-focused funds, seeking to offer investors with a spectrum of funds to manage between risk tolerance, wealth preservation, and long-term appreciation.

Aggressive

BLDARX

  • CUSIP: 12007F302
  • 60% – 100% Fixed Income and Cash
  • Predominantly Investment Grade Fixed Income
  • 10 years Max Avg. Fixed Income Duration
  • Long-only call options on an Index or a Publicly Traded US Company

Moderate

BLDMRX

  • CUSIP: 12007F203
  • 80% – 100% Fixed Income and Cash
  • Predominantly Investment Grade Fixed Income
  • 6 years Max Avg. Fixed Income Duration
  • Long-only call options on an Index or a Publicly Traded US Company

Conservative

BLDCRX

  • CUSIP: 12007F104
  • 90% – 100% Fixed Income and Cash
  • Investment Grade Fixed Income
  • 6 years Max Avg. Fixed Income Duration
  • Long-only call options on an Index or a Publicly Traded US Company

Designed for the Modern Era

Many current portfolio construction techniques are outdated, failing the investor because they improperly address risks and do not account for today’s market environment. Build Asset Management’s retirement solutions help advisors address these changing needs.

Sequence of Return Risk

Withdrawals from an investor’s account during bear markets are more costly than during bull markets. They do more damage to the investor’s overall return.

Longevity Risk

Life expectancy is increasing and the potential of an investor outliving their retirement savings needs to be accounted for.

Low Yields

Bond yields have faced over four decades of declines as both equity and bond prices have soared.

S&P 500 Index vs Treasury Yields

Our Methodology

We seek more repeatable outcomes to help investors achieve their financial goals. Build’s retirement solutions are built from aspects of structured solutions, passive equity indexed investing, and active fixed income management, guided by algorithmic rebalancing.

 

Contact Us

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 info@getbuilding.com.

For more information contact us at (833) 852-8453.  General Disclaimers.

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