Blueprint Investment Partners Llc
Financial Service
Why pick this one
Blueprint Investment Partners provides financial advisors systematic, trend-following portfolios through separately managed accounts, ETFs, and mutual funds.
Best for
- financial advisors seeking systematic investment strategies
- advisors seeking trend-following risk management
- advisors needing strategies available through SMAs, ETFs, or mutual funds
- advisors seeking tax-aware portfolio approaches
- clients needing portfolios designed to reduce emotional investment decisions
Look elsewhere if
- individual investors seeking primarily direct-to-consumer financial planning
- clients seeking emergency financial services or short-term response support
Specialties
- systematic investing strategies
- trend-following portfolios
- risk-managed portfolios
- tax-aware portfolios
- direct indexing
Certifications
- Investment adviser registered under the Investment Advisers Act of 1940
- CAIA® designation held by Head Trader and Portfolio Manager Ken Peters
What makes them different
- Strategies use transparent, repeatable rules intended to be explained to clients in plain English
- Offers systematic strategies through separately managed accounts, exchange-traded funds, and mutual funds
- Trend-following process increases exposure when prices rise and reduces exposure when prices fall
- Process incorporates varied timeframes intended to support tax-aware outcomes and tax-loss harvesting
- Strategies are built specifically for financial advisors and their end-clients
Distilled from this business's own website.
Contact & Location
- Address
- 1250 Revolution Mill Dr Ste 150, Greensboro, NC 27405-5196
- Website
- https://blueprintip.com
- letstalk@blueprintip.com
Services
- asset management for financial advisors
- separately managed accounts
- exchange-traded funds
- mutual funds
- investment strategy development