Financial Advisor Use Cases: Core Strategy Implementation

Financial advisors commonly choose the Blueprint Adaptive Growth Allocation Fund (BLUIX) as a core strategy due to its:

Systematic approach to risk management

Diversification across global asset classes

Active management of an uncomplicated portfolio, with holdings that include a wide range of individual equities and ETFs

Transparent, repeatable, and straightforward systematic investing rules that can be explained to clients in plain English

Removing of human bias during emotionally charged market environments

Tax-friendly outcomes achieved through ongoing tax-loss harvesting

Use Cases

Total account solution

Majority holding for accounts, with the intention of using other holdings to either increase volatility or decrease correlation to stocks

Outsourced asset manager – they desire to focus on other aspects of the business, such as financial planning or growing the firm

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Let's Talk

If you’d like to learn more about BLUIX, a risk-managed, global asset allocation fund