Our Process

Clarity before implementation.

Each engagement follows a structured sequence — from initial discovery through ongoing oversight.

01

Discovery

We begin by understanding your financial structure, priorities, and objectives.

  • —Existing portfolio structure
  • —Income requirements and time horizon
  • —Planning and tax considerations
  • —Risk tolerance and liquidity needs
02

Portfolio Review

We evaluate current positioning and identify opportunities for improved alignment.

  • —Asset allocation and risk exposure
  • —Tax efficiency considerations
  • —Liquidity positioning
03

Portfolio Architecture

We construct a portfolio framework designed for durability across changing market environments.

  • —Strategic asset allocation
  • —Risk calibration
  • —Tax-aware positioning
  • —Investment selection
04

Implementation

Portfolio recommendations are implemented thoughtfully and efficiently, coordinated alongside existing advisors when appropriate.

  • —Account transition and coordination
  • —Custodian onboarding and transfers
  • —Portfolio implementation and funding
05

Ongoing Oversight

Portfolios are reviewed continuously as conditions and priorities evolve.

  • —Rebalancing and income adjustments
  • —Tax-aware management
  • —Coordination with other professionals

Clarity precedes confident decisions.

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Phoenix, Arizona · Virtual meetings available

Build Capital

Independent Fiduciary Advisory
Founded by Steven Castro
Phoenix, Arizona

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[email protected]

480-276-2219

Phoenix, Arizona
Virtual meetings available

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Investment advisory services are offered through EXOS, a Registered Investment Adviser. EXOS and Build Capital are unaffiliated entities. Build Capital is not affiliated with or endorsed by any government agency. This website is for informational purposes only and should not be construed as personalized investment, tax, legal, accounting, or estate-planning advice. Build Capital does not provide tax or legal advice and does not draft legal documents. Clients should consult their attorney, CPA, or other qualified professional regarding their individual circumstances.

Investing involves risk, including the possible loss of principal. No investment strategy, asset allocation, or planning approach can ensure a profit, protect against loss, or guarantee future results. Past performance is not indicative of future results. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty, including the obligation to act in a client's best interest and disclose material conflicts of interest. Additional information, including services, fees, and potential conflicts of interest, is available in the firm's Form ADV Part 2A and Form CRS.

Client assets remain in the client's name and are held with an independent third-party custodian. Build Capital does not take custody of client assets. Build Capital coordinates with clients' attorneys, CPAs, tax professionals, and other advisers as appropriate, but does not replace those professionals or provide services outside the scope of investment advisory guidance.