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:

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80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

July 18, 2025
An eye-popping 81% of next-generation high-net-worth clients switch financial advisors within two years of their inheritance. While this may seem like an industry crisis, it also presents an opportunity for forward-thinking advisory practices, individual financial advisors who are eager to try a new model, and financial services partners capable of providing scalable practice management solutions.
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Empty shelves at grocery store

Solutions for the Coming Financial Advisor Shortage

June 11, 2025
Financial advisors can unlock productivity – without losing the human touch their clients desire – with technology and partners that enable scalability.
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Danger thin ice sign

2025’s Stock Market is Showing the Danger in Predictions

May 21, 2025
When investors base financial decisions on predictions from stock market “experts,” they put roots into sandy ground because the future is unknowable.
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Four Blueprint Strategies Awarded Q2’25 Top Guns Designations

August 23, 2025

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 12 PSN Top Guns distinctions by Zephyr, a top resource for investment professionals for nearly four decades. The Top Guns rankings recognize the Blueprint Growth, Blueprint Moderate Growth, Blueprint Balanced, and Blueprint Conservative Strategies for their strong performance during the quarter ending June 30, 2025. “This award speaks to the power…

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Portfolio Manager Jerry Parker Discusses Trend Following With Michael Covel

July 14, 2025

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

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Blueprint Model Highlighted In Nitrogen Case Study

July 9, 2025

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…

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Blueprint’s Risk-Managed Mutual Fund Reaches 5-Year Milestone

March 31, 2025

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…

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