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 risk mitigation methodology to retirement-focused funds, seeking to offer investors a spectrum of solutions to manage between risk tolerance, wealth preservation, and long-term capital appreciation.
US Managed Volatility & Growth
BLDARX
- CUSIP: 12007F302
- 60% – 100% Fixed Income and Cash
- Predominantly Investment Grade Fixed Income
- 10 years Max Avg. Fixed Income Duration
- Long-only options to enhance return profile
- Aggressive investor objective
Bond Innovation Plus
BLDMRX
- CUSIP: 12007F203
- 80% – 100% Fixed Income and Cash
- Predominantly Investment Grade Fixed Income
- 6 years Max Avg. Fixed Income Duration
- Long-only options to enhance return profile
- Moderate investor objective
Bond Innovation
BLDCRX
- CUSIP: 12007F104
- 90% – 100% Fixed Income and Cash
- Investment Grade Fixed Income
- 6 years Max Avg. Fixed Income Duration
- Long-only options to enhance return profile
- Conservative investor objective
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Many current portfolio construction techniques are outdated, failing the investor because they improperly address risks and do not account for today’s market environment.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.
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.
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.
