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 Plus
BUILD BOND INNOVATION PLUS™ A strategy that seeks capital appreciation and risk mitigation for investors with a moderate 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 Bond Innovation Plus™ 05 Fund Performance 07 Alta Trust - Trustee 08 Shareholder Fees 08
Slide 4: Build Bond Innovation Plus - Strategy Information Sheet
4 BUILDBONDINNOVATIONPLUS™ - STRATEGY INFORMATION SHEET
Slide 5: Does your recommended retirement savings model account for downturns?
BUILDBONDINNOVATIONPLUS™ - STRATEGY INFORMATION SHEET 5 DOES YOUR RECOMMENDED RETIREMENT SAVINGS MODEL ACCOUNT FOR DOWNTURNS? ©2022 Build Asset Management. All Rights Reserved.
Slide 6: We Believe, So We Created Build Bond Innovation Plus
6 BUILDBONDINNOVATIONPLUS™ - STRATEGY INFORMATION SHEET WE BELIEVE Portfolio construction is outdated and current methods are failing the American investor because, among other things, sequence of return risk is not properly being addressed.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 Plus™ We seek more rep
Slide 7: Performance
BUILDBONDINNOVATIONPLUS™ - STRATEGY INFORMATION SHEET 7 PERFORMANCE Fund Objective Capital appreciation and risk mitigation which is intended for an investor with a moderate risk tolerance. Fund Strategy The Fund invests in fixed income securities and long call or long put CUSIP: 12007F203 options o
Slide 8: Alta Trust - Trustee
8 BUILDBONDINNOVATIONPLUS™ - STRATEGY INFORMATION SHEET ALTA TRUST past performance and current returns may be lower or higher. Investment returns and principal value will TRUSTEE fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost. Current Alta Trus
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