SMArtX and BondBloxx Join Forces to Create Innovative BASE Portfolios for Financial Advisors

SMArtX and BondBloxx: A Partnership for Modern Investment Solutions

Introduction

In a significant move for the investment landscape, SMArtX Advisory Solutions has announced its collaboration with BondBloxx Investment Management Corporation to develop versatile and innovative financial portfolios. By combining BondBloxx's precision exchange-traded funds (ETFs) with exclusive equity strategies, the partnership aims to equip financial advisors with state-of-the-art tools that cater to diverse investment needs.

The BASE Portfolio Framework

The new BASE Portfolios consist of three distinct sub-portfolios designed to address varying client objectives: 1. Protection Portfolio - focuses on duration exposure to safeguard against interest rate movements; 2. Income Portfolio - emphasizes credit exposure, enhancing potential returns from fixed-income sources; and 3. Growth Portfolio - aims to maximize equity exposure, targeting capital appreciation through a strong performance in the stock market. This modularity allows wealth managers to tailor investments according to individual client risk profiles and financial goals.

Jonathan Pincus, CEO of SMArtX, stated, "This collaboration marries BondBloxx's precision in fixed income with our disciplined asset allocation and superior managed account technology. This combination creates a powerful, integrated investment solution that can significantly benefit advisors in meeting their clients' needs."

BondBloxx has been pioneering advancements in fixed income investing, making noteworthy strides by offering precision ETFs that allow for tailored exposure across multiple dimensions of risk, such as duration and credit quality. With this partnership, they continue to address market demands for nuanced investment strategies.

The Need for Innovation in Investing

As noted by Dan Phillips, the CIO of SMArtX, the investment sector has been calling for innovative tools to enhance fixed income solution offerings. The current financial landscape is becoming increasingly complex, necessitating instruments that can address specific client requirements effectively. The new BASE Portfolios deliver precisely that, blending equity and fixed income investments effectively.

"These models offer investors a compelling way to pair the equity side of a diversified portfolio with our targeted exposure fixed income ETFs, offering the right mix in a currently volatile market," added Brian O'Donnell, co-founder and Head of Sales at BondBloxx.

About the Companies

SMArtX Advisory Solutions delivers award-winning unified managed account (UMA) technology via a cloud-based, modular platform tailored for registered investment advisors (RIAs), asset managers, and financial technology firms. The company's scalable solutions optimize workflows and modernize the infrastructure for managing accounts through cutting-edge technology aimed at trading, billing, and distribution.

On the other hand, BondBloxx Investment Management Corporation focuses solely on fixed income ETF offerings, providing access to a broad range of fixed income products, including U.S. Treasuries, investment-grade, and high-yield corporate bonds. The firm emphasizes tax-aware strategies and private credit, dedicated to addressing the specific needs of investors in the fixed income space.

Conclusion

The partnership between SMArtX and BondBloxx heralds a new era in portfolio management, reflecting a commitment to innovation and client-centric investment strategies. With the launch of BASE Portfolios, the two firms are set to empower financial advisors with advanced tools for navigating an evolving market landscape. Investors and advisors alike can look forward to enhanced choices that align with their investment goals and risk tolerance, driven by a shared mission to deliver exceptional financial solutions.

Disclaimer

Investors should consider the Funds' objectives, risks, charges, and expenses diligently before making investment decisions. Fixed income investments carry inherent risks, including interest rate and credit risks, which may impact bond values. Always review the prospectus carefully prior to investing.