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:
- Commit to transparency and repeatability in our systematic investing process
- Build investment strategies that are highly accessible for financial advisors
- Prioritize being an uncommonly great partner
- Optimize how we operate for behavioral finance to help your end-clients achieve their financial goals
Systematic Investing Process
Investment Strategies
Services for Advisors
How We Think:
'A Systematic Walk Down
Wall Street' Blog
Managing the Self-Destructive Behavior Of Clients
What 200+ Years of Data Teaches About Market Concentration
How Trend Following Handles Market Shocks & Drawdowns
What's New At Blueprint:
Headlines
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 in a new episode of the Excess Returns podcast with Jack Forehand and Matthew Zeigler. The trio discussed the original Turtle Trading program, Parker’s portfolio goals, the return profile of trend-following strategies as compared to traditional portfolios, position sizing, and other topics.
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…
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…
Three Blueprint Strategies Awarded Q2’24 Top Guns Designations
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…