Blueprint Investment Partners is an institutional-focused asset manager that provides sub-advisory investment strategies to registered investment advisors and brokerage service providers. Founded in 2013 and based in Greensboro, North Carolina, Blueprint specializes in rules-based, systematic trend-following investment strategies across global asset classes, including equities, real estate, bonds, and managed futures. The firm offers its strategies through various broker-dealer and advisory platforms such as Envestnet, Schwab, Orion, Pershing, and LPL Financial. Blueprint operates primarily as a business-to-business partner, providing discretionary portfolio management and non-discretionary consulting services to help primary financial advisors construct core allocations or liquid alternative sleeves for their clients. Because Blueprint primarily serves other financial professionals and institutions rather than individual retail clients directly, certain personal financial planning and retail fee details do not apply.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.