Build Bond Innovation ETF · AMEX:BFIX
Build Bond Innovation ETF — Build Asset Management — Fact Sheet (2022)
10 slides from Build Bond Innovation ETF's fact sheet, 2022
Slide 1: Build Bond Innovation
BUILD BOND INNOVATION™ A strategy that seeks capital appreciation and risk mitigation for investors with a conservative risk tolerance Third Quarter 2022
Slide 2: Important
IMPORTANT For investment professional or qualified retirement plan use only–not to be copied or distributed. © Build Asset Management, LLC, 2022. Neither this presentation nor these contents constitute an offer to sell or a solicitation of any offer to buy any securities whatsoever. Offers related t
Slide 3: Table of Contents
TABLE OF CONTENTS Why We Built the Bond Innovation™ Strategy 04 Performance Since Inception 06 Allocations and Top Holdings as of September 30, 2022 07 Alta Trust - Trustee 08 Shareholder Fees 08
Slide 4: Does Your Recommended Retirement Savings Model Account for Market Downturns?
4 BUILDBONDINNOVATION™ - STRATEGY INFORMATION SHEET DOES YOUR RECOMMENDED RETIREMENT SAVINGS MODEL ACCOUNT FOR MARKET DOWNTURNS? Not FDIC Insured May Lose Value No Bank Guarantee ©2022 Build Asset Management. All Rights Reserved.
Slide 5: We Believe, So We Created Build Bond Innovation
BUILDBONDINNOVATION™ - STRATEGY INFORMATION SHEET 5 WE BELIEVE Portfolio construction is outdated and current methods are failing the American investor because, among other things, sequence of return risk is not properly being addressed. SO WE CREATED BUILD BOND INNOVATION™ Ticker: BLDCRX We seek mo
Slide 6: Fund Performance - Quarter Ending September 30, 2022
6 BUILDBONDINNOVATION™ - STRATEGY INFORMATION SHEET FUND PERFORMANCE - QUARTER ENDING SEPTEMBER 30, 2022 Build Bond Innovation (BLDCRX) performance since inception (January 28, 2020) Benchmark NAV Normalized to $10.00 at BLDCRX Inception (January 28, 2020) PERFORMANCE NUMBERS (ANNUALIZED TOTAL RETUR
Slide 7: Fund Objective, Fund Strategy, Allocation and Top Holdings
BUILDBONDINNOVATION™ - STRATEGY INFORMATION SHEET 7 Fund Objective Capital appreciation and risk mitigation which is intended for an investor with a conservative risk tolerance. Fund Strategy CUSIP: 12007F104 The Fund invests in fixed income securities and long call or long put TICKER: BLDCRX option
Slide 8: Alta Trust - Trustee
8 BUILDBONDINNOVATION™ - STRATEGY INFORMATION SHEET ALTA TRUST past performance and current returns may be lower or TRUSTEE higher. Investment returns and principal value will fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost. Current performance A
Slide 9: Let's get building.
Let’s get building. Build Registration 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 Manag
Slide 10: Build Asset Management
Build Asset Management 3608 W Truman Blvd, Suite 200, Jefferson City, MO 65109 146 N Canal St, Suite 210, Seattle, WA 98103 (833) 852-8453 | GetBuilding.com