Founding partner of Blueprint
“My passion is helping investors achieve better outcomes by identifying and circumventing their biases through education and transparency and by seeking to design efficient, high-efficacy investment processes.”
Founding Partner of Blueprint
“The most exciting part of my day is seeking and finding objectivity through the abundant price data now freely available. Indeed, when we can cut through all the myths and smash the sacred cows that dominate the investing landscape with data, it ceases from being an occupation and transforms into a mountaintop experience.”
Partner and non-executive Board Member at Blueprint
“In an often cynical and distrusting world, transparency and authenticity are the most effective ways to establish long term relationships based on mutual trust.”
Director of Operations
“The world of finance is intimidating to everyday people – largely by design. My goal is to help change the lives of investors by replacing the industry’s omnipresent empty rhetoric and jargon with real, actionable truth.”
Partner and Director of Business Development
Rick Bone has more than 30 years of experience in the financial services industry, working with several different asset managers with building distribution through different marketing channels. Working with companies such as Chase Investment, Knott Capital and Bjurman, Barry & Associates, he has held titles such as Senior Vice President in Marketing & Client Services, Senior Vice President and Director of Sales & Marketing as well as Executive Vice President for Sales & Marketing.
National Sales Director
The vast majority of investors are under diversified. Our mission is to change this. Rather than follow a herd mentality, portfolios should be established with risk management as a core component to maximize return and minimize drawdown. My passion, and belief, is that through education we can truly help improve people’s lives.
Matt brings over 20 years of investment and compliance industry experience across a broad array of subject matters ranging from investment management to legal support, as well as the insight gained through his extensive education and certifications.
Director of Marketing
“Just like data is the fuel behind systematic investing, it also should be the foundation for making decisions about where to invest time and dollars for marketing. Asset managers and advisors should be highly attuned to their key metrics to regularly rebalance, adding time or dollars where tactics are fruitful, and pulling back on efforts that are falling flat.”
Digital Marketing Analyst
“Analysis of marketing data inherently poses many philosophic questions and benefits greatly from the systems of logic employed in philosophy. Combining an academic background in philosophy with a wide array of work experience across numerous fields allows for more innovative ways of looking at marketing data.”
Investment & Performance Analyst
“There is always a better way to do things. Innovative problem-solving and a clear focus on the big picture is the key to delivering the maximum value for our clients.”