SMArtX and BondBloxx Partner on BASE Portfolios

New models combine BondBloxx fixed income ETFs with best-in-class equity strategies

WEST PALM BEACH, Fla. and LARKSPUR, Calif., March 12, 2025 /PRNewswire/ -- 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."

About SMArtX Advisory Solutions

SMArtX delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

About BondBloxx

BondBloxx Investment Management Corporation ("BondBloxx") is the first ETF issuer to focus solely on fixed income, offering exposures spanning U.S. Treasuries, investment-grade and high-yield corporate bonds, emerging markets bonds, tax-aware strategies, and private credit. To learn more about BondBloxx's fixed income-first mission, visit BondBloxxETF.com. BondBloxx is a registered investment adviser and transacts business in states where it is properly registered or exempt from registration requirements.

Disclosures

Carefully consider the Funds' investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Funds' prospectus or, if available, the summary prospectus, which may be obtained by visiting bondbloxxetf.com/prospectuses. Read the prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer's ability to make such payments will cause the price of that bond to decline.

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SOURCE SMArtX Advisory Solutions