An Asset Manager Committed To Your
Success

Disrupting the Ordinary Relationship Between Asset Manager & Advisor

Pretty much every asset manager tells financial advisors they’ll be a good partner, but our team has found those promises usually feel more like lip service than real service.

This frustration drives us to do things other asset managers rarely do with consistency, such as:

Systematic Investing Process

Investment Strategies

Services for Advisors

How We Think:

'A Systematic Walk Down
Wall Street' Blog

Hand holding a holiday sweater ornament

Predictions: The Ugly Sweater Of Financial Markets

In the financial markets, the equivalent to the ugly sweater party is the making of market predictions for the year ahead. Sure, it’s fun, they’re cute, and they grab attention. But ultimately, they are useless and thus a waste of time.
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Laughing tax consultant figurine

The Secret Ingredient To Managing Taxes

When it comes to designing portfolio management systems, we think plenty of asset managers and financial advisors think of the acronym as RRE, whereas we believe it has to be RRET: Return, Risk, Execution, AND Taxes.
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Mallet hitting egg

Managing the Self-Destructive Behavior Of Clients

Financial advisors must manage client assets and client expectations. The latter can be the most difficult, but trend following can help.
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What's New At Blueprint:

Headlines

Three Blueprint Strategies Awarded Q3’24 Top Guns Designations

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, has been awarded four PSN Top Guns distinctions by Zephyr, a top resource for investment professionals for nearly four decades. The Top Guns rankings recognize the Blueprint Growth Strategy, Blueprint Moderate Growth Strategy, Blueprint Balanced Strategy for their strong performance during the quarter ending September 30, 2024. “This award speaks to the power of…

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Podcast Highlights ‘Practical Lessons From Jerry Parker’

Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF, was featured…

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VettaFi Looks to TFPN Holdings For Clues After Fed Rate Cut

VettaFi highlighted the Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN) and interviewed Portfolio Manager Jon Robinson in…

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Orion CIO Rusty Vanneman Interviews Portfolio Manager Jerry Parker

Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF, appeared on…

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