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

Man sitting on palm tree trunk growing out over water Bar chart showing 2020 distribution of returns for SPY

Tilting the Index In Your Favor

Unwrapping an index and applying trend following to the individual securities has the potential to produce substantially better results over the long run.
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Frank Costanza wearing a manssiere

What Frank Costanza’s Manssiere Can Teach Us About Investing

In investing, the distinction between prediction and reaction helps separate discretionary technical analysis from systematic trend following. In “Seinfeld” lore, it’s also what distinguishes a man who chases schemes and hastily launches consumer products like the manssiere from one who stays disciplined to a single profession and adapts based on what is making audiences laugh right now.
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Scarecrow in a field

Famous Strawmen: The Scarecrow & The Best 10 Days Rule

Managing risk while providing a more comfortable ride can give financial advisors an important moat in this increasingly competitive industry.
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What's New At Blueprint:

Headlines

Blueprint CEO Co-Authors White Paper: AI’s Impact on Wealth Advisors

Jon Robinson, CEO and Co-Founder of Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, has collaborated with Mike Garrison, a business coach and best-selling author, to co-author a new white paper about artificial intelligence’s impact on wealth advisors. “The Fee Opacity Thesis” outlines how the advisory industry isn’t facing generic disruption. Instead, it is splitting in in two: The paper outlines how both practice…

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Blueprint Chesapeake Multi-Asset Trend ETF Reaches 3-Year Milestone

The Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN) has reached its three-year milestone as of July 11,…

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Jerry Parker HedgeNordic article

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

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Portfolio Manager Jerry Parker & Bloomberg: Trend Following’s Momentum

Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF (ticker: TFPN)…

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