Build Asset Management

Build Asset Management, LLC is an SEC registered investment adviser established in June 2018, headquartered in Jefferson City, Missouri, with additional offices in Seattle, Washington. The firm offers portfolio management services to various clients, including institutional clients, businesses, individuals, and high net worth individuals. Build provides discretionary portfolio management services, allowing them to make investment decisions without prior client approval. The firm advises on a range of investments such as stocks, bonds, mutual funds, ETFs, options, private funds, and alternative investments based on client goals and risk tolerance. Build also offers sub-advisory services to third-party money managers and serves as the investment adviser to the Build Bond Innovation ETF and the Build Secured Income Fund I. The firm charges annual fees for portfolio management services ranging from 0.25% to 2.000% based on assets under management. Build does not charge performance-based fees and acts as a fiduciary, voting proxies in the best interest of clients. The firm does not compensate for client referrals and does not have custody of client funds or securities. Build's investment strategies are reviewed regularly to align with client objectives and risk tolerance. The firm does not have any disciplinary events and is financially sound, not requiring a financial statement to be included in the brochure.