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
Hope Is a Strategy (Just Not a Good One)
Webinar Highlights: Building An Elite Culture For Your Wealth Practice
Trend Following: Weed Control for Portfolios
What's New At Blueprint:
Headlines
‘Plan the Trade and Trade the Plan’ With Jerry Parker
Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN), appeared on Futures with Ben Lichtenstein on the Schwab Network. The pair discussed how the recent leadership of small caps highlights the importance of diversification, the value of unwrapping indexes and trading individual stocks, and how trend following can reduce the risk of psychological sabotage. Below are some excerpts from the full interview. Recent Leadership of Small-Caps Highlights…
Financial Advisor Magazine Features Blueprint’s Practice Management Focus
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…
Blueprint Chesapeake ETF (TFPN) Breaks Through $100 Million Mark
The Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN) has surpassed $100 million in assets as of 6/12/2024,…
Three Blueprint Strategies Awarded Q1’23 Top Guns Designations
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…