Dynamic Separately Managed Account Strategies

Places Equal Emphasis On Tactical & Traditional Asset Allocation

Dynamic Strategies make moderate tactical shifts in response to changing market conditions.

Financial advisors most often use these strategies for clients who want moderate risk management within traditional asset allocation models.

Advisors select the Dynamic Strategy that best aligns with their client’s risk/return profile:

Dynamic SMAs

Equities and fixed income/alts legend
Dynamic Strategy Baseline Allocation Min & Max Allocations Factsheet
Aggressive Growth Pie chart depicting Blueprint Aggressive Growth Strategy baseline asset allocation Bar charts depicting Blueprint Dynamic Aggressive Growth Strategy minimum and maximum asset allocations Dynamic Aggressive Growth Factsheet
Growth Pie chart depicting Blueprint Growth Strategy baseline asset allocation Bar charts depicting Blueprint Dynamic Growth Strategy minimum and maximum asset allocations Dynamic Growth Factsheet
Moderate Growth Pie chart depicating Blueprint Moderate Growth Strategy baseline asset allocation Bar charts depicting Blueprint Dynamic Moderate Growth Strategy minimum and maximum asset allocations Dynamic Moderate Growth Factsheet
Balanced Pie chart depiting Blueprint Balanced Strategy baseline asset allocation Bar charts depicting Blueprint Dynamic Balanced Strategy minimum and maximum asset allocations Dynamic Balanced Factsheet
Conservative Pie chart depicting Blueprint Conservative Strategy baseline asset allocation Bar charts depicting Blueprint Dynamic Conservative Strategy minimum and maximum asset allocations Dynamic Conservative Factsheet

For informational purposes only. Not a recommendation of any particular security or strategy. This is a proposed target allocation and investment strategy. Final allocation of the portfolio may differ from the targets listed above.

50% of the Portfolio Is Tactically Managed

Risk Budget

Pie chart reflecting timeframe allocation in Blueprint Dynamic Strategies
Pie chart legend reflecting tactical intermediate-term trend allocation in Blueprint separately managed account strategies
Tactical

Intermediate-Term Trend

Pie chart legend reflecting tactical long-term trend allocation in Blueprint separately managed account strategies
Tactical

Long-Term Trend

Pie chart legend reflecting strategic allocation in Blueprint separately managed account strategies
Strategic

Bought and Held

Within the tactical portion of the portfolio:

How Most Financial Advisors Use Blueprint Separately Managed Accounts

Core Strategy 

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Satellite Holding or Tactical Allocation

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Built with Intentionality For Financial Advisors

Current asset allocations

Our SMAs are built with intentionality, seeking to:

Be highly accessible for financial advisors to use in their practices

Use transparent, repeatable, and straightforward rules advisors can actually explain to clients in plain English

Optimize for behavioral finance by removing human bias during emotionally charged market environments

Diversify across global asset classes

Manage risk through trend following, which dynamically adjusts allocations by moving away from asset classes or individual securities in downtrends and into those showing strength

Protect against substantial downside losses

Provide tax-friendly outcomes through ongoing tax-loss harvesting

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If you’d like to learn more about a Blueprint Investment Partners Dynamic Strategy

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