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:

Man writing on transparent white board

Commit to transparency

We passionately reject the “black box” that surrounds many systematic investing strategies; instead, we’re shining a light on it and transforming it into a simple, transparent cube. Our systematic investing process is straightforward, repeatable, and something financial advisors can explain to their clients in plain English.
Team reviewing construction blueprint

Build advisor-focused investment strategies

We’ve package rules-based investment tools as strategies that are highly accessible for financial advisors to use in their practices.
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Prioritize partnership

We’re committed to being an uncommonly great partner to advisors, not just another outsourced asset manager. We help financial advisors strengthen their practices with solutions that target critical pain points, such as tax-loss harvesting, held-away asset management, marketing resources, and business coaching.
Ice breaker ship blazing new path through ice

Optimize for behavioral finance

We believe a disciplined process that uses asset price data as the chief input for decision-making can manage downside risk during severe drawdowns, which increases the chances of clients remaining anchored to their financial plans during volatile times.
Photo of young Jon Robinson and Brandon Langley
Like Yours,

Our History is Entrepreneurial

Co-Founders Jon Robinson and Brandon Langley have been collaborating to build systematic trading systems since meeting in college. Their relationship was forged while executing on a passion project that could also satisfy coursework requirements. After graduation, they used their personal capital to refine their systematic investing process while simultaneously gaining work experience within traditional financial services firms. 

Robinson and Langley had demonstrated the efficacy of systematic investing strategies, but they quickly became disillusioned with the “black box” that surrounded many similar models they saw available to investors and financial advisors. Convicted in their process, passion, and advisor demand for alternatives to their ordinary relationships with asset managers, Blueprint Investment Partners was born.

“Think systematically,” has been a mantra from day one. It resulted in Robinson and Langley embracing technology immediately, seeing it as the only viable way to operate a boutique asset management firm capable of providing advisors with an unexpected level of transparency, service, and support. Technology, automation, and partnership became the bedrock for building out trading, operations, sales, and marketing.

Technology and entrepreneurial spirit have allowed Blueprint Investment Partners to attack headwinds, adapt to industry changes, and embrace new opportunities with speed and efficiency. The team has also expanded with other entrepreneurial, talented professionals leading each functional area of the business.

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