Client assets remain in the client's name and are held with Altruist, an independent third-party custodian. Build Capital does not take custody of client funds.
Our Philosophy
Clear objectives require deliberate structure.
As financial complexity grows, the need for measured alignment grows with it.
—Risk exposure evolves
—Tax considerations deepen
—Liquidity needs shift
—Opportunities expand
Independent by Design
Guided by conviction.
Build Capital operates without proprietary products, sales quotas, or model-driven allocations. Investment decisions are guided solely by client objectives.
—No proprietary products
—No quotas or model-driven allocations
—Assets held with Altruist, an independent custodian
Our Framework
The Build Framework
Durable wealth requires deliberate stewardship.
01 — Define
Clarify risk parameters, liquidity needs, and broader planning priorities.
02 — Design
Construct portfolio architecture aligned with long-term objectives and prudent risk management.
03 — Reinforce
Evaluate concentration exposure, volatility sensitivity, and portfolio resilience.
04 — Refine
Refine portfolio positioning as conditions and priorities evolve.
Areas of Oversight
Complexity requires coordinated oversight.
Portfolio Governance
Risk Management
Tax-Aware Integration
Liquidity Planning
Capital decisions rarely operate in isolation.
Who We Serve
Professionals, business owners, and families.
Serving those who value clarity, alignment, and long-term stewardship.