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

Fracture in concrete

An Authentic View of AI’s Impact On Wealth Advisors & Fee Transparency

The AUM model many advisors have relied on is cracking under the weight of transparency, which is largely fueled by AI. There’s a structural shift happening, which is outlined in a new white paper I co-authored with Mike Garrison, a business coach and best-selling author.
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Person holding a dandelion at sunset

Trend Following: Weed Control for Portfolios

Trend following can be a natural weed killer for portfolios. While weeding isn’t always the most fun activity, it’s generally helpful to weed early – and often.
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W-A-R Scrabble tiles

War! What Is It Good For? Scaring Clients!

With headlines dominated by geopolitical tensions and recent U.S. military actions, investors are once again asking a familiar question: What does war mean for markets?
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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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