A Systematic Investing Process You Can Explain in Plain English

Our Co-Founders were motivated to meet needs and solve challenges faced by financial advisors when they created Blueprint Investment Partners. This focus is as the heart of our systematic investing process, which provides rules that answer all questions about what, when, and how much to buy and sell.

We wanted our process to be sophisticated, yet straightforward, something advisors can explain to their clients in plain English.

At a high level, it’s as simple as this:

Price is king – it’s our chief input for decision-making

Our primary goal is to perpetually work from a higher base

We increase exposure when prices rise

We reduce exposure when prices fall

We believe the way to accomplish our goal is to preserve as much capital as possible during market declines, while still participating in market gains

Our rules-based process is repeatable and can increase the chances of a financial advisor’s clients staying anchored to their financial plans because it leaves no room for emotional decision-making during times of euphoria or fear

All strategies, which include both asset-class diversified and stock-only portfolios, follow this systematic investing process

Within the asset-class diversified portfolios, the process can be applied to ETFs, individual stocks, and alternative assets

Although our process captures price data daily, most strategies act on it monthly

Time Diversification & Tax-Loss Harvesting

Our process creates tax-friendly investment strategies because we incorporate timeframes with varied duration.

This time diversification leads to tax-aware portfolios because:

  • Shorter-term timeframes inherently sell losing positions quickly when prices fall
  • Gains are held if uptrends persist, with longer-term timeframes usually allowing us to harvest a portion of gains after 12 months

The result is a smoothing out of the tax profile, as well as less choppy ride for an advisor’s clients.

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