Tactical Separately Managed Account Strategies

Aggressively Shifts Asset Allocations In Response to Changing Market Conditions

Financial advisors most often use these strategies for clients who:

  • Desire to optimize risk management
  • Are comfortable with occasional divergence from traditional asset allocation models

Advisors select the Tactical Strategy that best aligns with their client’s risk/return profile:

Tactical SMAs

Equities and fixed income/alts legend
Tactical Strategy Baseline Allocation Min & Max Allocations Factsheet
Aggressive Growth Pie chart depicting Blueprint Aggressive Growth Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Aggressive Growth Strategy minimum and maximum asset allocations Tactical Aggressive Growth Factsheet
Growth Pie chart depicting Blueprint Growth Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Growth Strategy minimum and maximum asset allocations Tactical Growth Factsheet
Moderate Growth Pie chart depicating Blueprint Moderate Growth Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Moderate Growth Strategy minimum and maximum asset allocations Tactical Moderate Growth Factsheet
Balanced Pie chart depiting Blueprint Balanced Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Balanced Strategy minimum and maximum asset allocations Tactical Balanced Factsheet
Conservative Pie chart depicting Blueprint Conservative Strategy baseline asset allocation Bar charts depicting Blueprint Tactical Conservative Strategy minimum and maximum asset allocations Tactical Conservative Factsheet

For informational purposes only. Not a recommendation of any particular security or strategy. This is a proposed target allocation and investment strategy. Final allocation of the portfolio may differ from the targets listed above.

80% of the Portfolio Is Tactically Managed

Risk Budget

Pie chart reflecting timeframe allocation in Blueprint Tactical Strategies
Pie chart legend reflecting tactical intermediate-term trend allocation in Blueprint separately managed account strategies
Tactical

Intermediate-Term Trend

Pie chart legend reflecting tactical long-term trend allocation in Blueprint separately managed account strategies
Tactical

Long-Term Trend

Pie chart legend reflecting strategic allocation in Blueprint separately managed account strategies
Strategic

Bought and Held

Within the tactical portion of the portfolio:

How Most Financial Advisors Use Blueprint Separately Managed Accounts

Core Strategy 

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Satellite Holding or Tactical Allocation

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Built with Intentionality For Financial Advisors

Current asset allocations

Our SMAs are built with intentionality, seeking to:

Be highly accessible for financial advisors to use in their practices

Use transparent, repeatable, and straightforward rules advisors can actually explain to clients in plain English

Optimize for behavioral finance by removing human bias during emotionally charged market environments

Diversify across global asset classes

Manage risk through trend following, which dynamically adjusts allocations by moving away from asset classes or individual securities in downtrends and into those showing strength

Protect against substantial downside losses

Provide tax-friendly outcomes through ongoing tax-loss harvesting

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If you’d like to learn more about a Blueprint Investment Partners Tactical Strategy

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