Celebrating 10 Years as an Asset Manager Serving Financial Advisors

December 26, 2023

10 years of asset management visual

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, is celebrating 10 years as an asset manager serving financial advisors. The firm was founded in December 2013 by Jon Robinson, CEO, and Brandon Langley, President.

“Technology and entrepreneurial spirit have allowed Blueprint Investment Partners to attack headwinds, adapt to industry changes, and embrace new opportunities with speed and efficiency,” Robinson says. “We have been guided by the mantra of, ‘Think systematically,’ which applies to our process for investing – trend following – as well as how we operate our asset management business. This philosophy has helped us grow our business quickly over the past decade, as measured by assets under advisement, team size, and the strength of our partnership with financial advisors.”

Robinson and 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.

The pair had demonstrated the efficacy of systematic investing strategies, but they quickly become 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 ordinary relationships with asset managers, Blueprint Investment Partners was born.

“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,” Langley adds. “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, and optimize how we operate for behavioral finance to help an advisor’s end-clients achieve their financial goals.”

About Blueprint Investment Partners

Blueprint Investment Partners is an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors and institutions. The firm was founded on a management philosophy honed by its co-founders during the 2008 financial crisis. Blueprint applies a rules-based approach to both asset class and time diversification, instilling discipline and removing human bias during emotionally charged market environments. The firm offers and sub-advises a suite of distinct global investment portfolios that are distinguished by their risk tolerance or ESG objectives, with the models delivered as separately managed account strategies and funds.

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