SMArtX and BondBloxx Partner on BASE Portfolios

New models combine BondBloxx fixed income ETFs with best-in-class equity strategies
PRNewswireMarch 17, 20252 min

SMArtX Advisory Solutions and BondBloxx are partnering to construct and distribute multi-asset model portfolios. Innovative and modular, BASE Portfolios are designed to provide financial advisors with new tools to help them power both goals-based and risk-based investment approaches.

Under this partnership, SMArtX Investment Solutions leverages the broad array of BondBloxx precision ETFs and combines them with leading U.S. equity SMAs/ETFs in an open-architecture approach.

BASE Portfolios are comprised of three modular sub-portfolios:

  • Protection Portfolio (duration exposure)
  • Income Portfolio (credit exposure)
  • Growth Portfolio (equity exposure)

Said Jonathan Pincus, SMArtX CEO, “The partnership between BondBloxx and SMArtX combines BondBloxx’s targeted fixed income solutions with SMArtX’s disciplined asset allocation, robust manager selection and innovative managed account technology, creating a powerful, integrated investment solution.”

BondBloxx has revolutionized fixed income investing, providing precision ETFs that allow for client-calibrated exposures across the full spectrum of duration and credit exposures.

“The investment industry has been in need of what BondBloxx has created,” said SMArtX CIO Dan Phillips, “We finally have at our disposal the fixed income ETF tools required to truly meet our clients’ specific needs.”

“These models offer investors a compelling way to pair the equity side of a diversified portfolio with our targeted exposure fixed income ETFs,” added Brian O’Donnell, BondBloxx Co-Founder and Head of Sales, “We are excited to provide more choice in the rapidly growing multi-asset model business.”

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