Financial Advisor Magazine Features Blueprint’s Practice Management Focus

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, was featured in a Financial Advisors Magazine Q&A. The interview between FA Magazine featured columnist Bill Hortz and Blueprint Investment Partners CEO and Co-Founder Jon Robinson addresses a variety of topics, including how Blueprint seeks to disrupt the ordinary relationship between asset manager and advisor by addressing both investment and practice management challenges.

Below are two excerpts from the full interview.

Supporting Financial Advisors with Practice Management

Hortz: “Blueprint Investment Partners has done a lot of work to support financial advisors with practice management resources. Why are you so passionate about these topics?”

Robinson: “It’s simple: We believe when our advisor partners and their clients win, we win.

This philosophy means our interests are well-aligned with those of the advisors we serve. The more we do to support our advisor clients and make their lives more efficient, the more dynamic our business can become. We think our value is strongest when we have a truly unique business proposition centered on the advisor and how we can be an uncommonly great partner for them.”

Opportunities from Outsourced Asset Management

Hortz: “Why do you think so many financial advisors have moved toward using outsourced asset managers over the last several years?”

Robinson: “There is a big opportunity for advisors to generate alpha for their business on the relationship and planning side. More and more advisors understand that doing so requires them to find a partner to take over investment operations, thereby freeing them up to focus on finding new clients and better serving existing ones. …

Because more advisors are moving toward an outsourced model for portfolio management, it is also putting pressure on asset managers to broaden their service offering. The days of only trading a model and then playing a “not our job” card for everything else are dying. The asset managers who are going to succeed, in my view, are ones that consistently offer the uncommon – something we have been doing for years. I am thinking of partnerships that look and feel like being able to quickly access real humans who actually answer the phone and their email when the advisor has a question, offering white-labeled sales and marketing materials, proactively sharing communications about changes taking place in the portfolios, managing held away accounts, and providing direct indexing.”