Financial Advisor Use Cases: Core Alternative

Financial advisors commonly choose the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) as a core alternative due to its:

Repeatable systematic investing process, which we believe has the potential to create an all-weather, one-stop allocation

Broad exposure within as many as 500 securities, futures, and forward contracts

Combined return streams across long/short equity and managed futures

Ability to allocate half its risk budget long equities, seeking to minimize portfolio drag during up markets

Potential for behavioral friendliness across market environments

Suitability in both non-taxable and taxable accounts, since ETF structure permits tax-friendly treatment

Competitive expense ratio and full intraday liquidity

Use Cases

A potential one-stop, all-weather strategy

Complement or mitigate losses in traditional equity exposure, since TFPN can go long and short within this macro asset class

Allocation for clients in both accumulation and distribution phases

Allocation in both non-taxable and taxable accounts

Replacement for either equity or fixed income exposure

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If you’d like to learn more about TFPN, a next-generation liquid alternative