Build Asset Management

Build Asset Management offers portfolio management and advisory services to individuals, high net worth individuals, businesses, and institutional clients. Build Asset Management gathers information about your financial needs, goals, risk tolerance, and time horizon to manage your account and make adjustments as your circumstances change. The firm offers discretionary portfolio management, meaning Build Asset Management makes trades on your behalf without needing your prior approval for each individual transaction. Build Asset Management provides advice on various types of investments, including stocks, bonds, mutual funds, exchange-traded funds, options, private funds, and alternative investments. In addition to managing separate accounts for individuals and institutions, Build Asset Management serves as the investment adviser for a publicly traded exchange-traded fund, a private fund, and a collective investment trust. Build Asset Management does not provide financial planning as a standalone service, nor does the firm provide a wrap fee program.