Financial Advisor Use Cases: Satellite Holding or Tactical Allocation

Financial advisors commonly choose a Blueprint Investment Partners separately managed account as a satellite holding or tactical allocation strategy due to their:

Systematic approach to risk management

Precision in being able to apply the systematic investing process to both ETFs and individual stocks

Ability to serve as a portfolio diversifier

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

An alternative to liquid alternatives

Dynamic beta

A hedged equity component

Risk-based dollar-cost averaging

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If you’d like to learn more about using a Blueprint Investment Partners SMA as a satellite holding or tactical allocation