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