Blueprint Financial Advisors

Blueprint Financial Advisors is an SEC-registered investment adviser that serves individuals (including high-net-worth clients), trusts, pension and ERISA plans, and charitable foundations, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s services include investment management, one-time or retainer financial planning engagements, and assistance with retirement rollovers and plan administration.

Blueprint constructs globally diversified portfolios across U.S. and international equities, bonds, real estate, TIPS and alternatives, and overlays proprietary trend-following and momentum-based rules that separate a static strategic component from a tactical, price-driven component; rules are monitored daily and generally executed monthly. The firm also recommends and implements private placements and other illiquid investments for qualified clients and expressly includes those holdings (valued using sponsor or issuer-provided valuations) in its assets under management.

Compared with many multi-team advisers, Blueprint discloses a network of affiliated entities (Blueprint Fund Management and Blueprint Investment Partners) and the ability to allocate client assets to affiliated funds and sub-advised strategies, which the brochure identifies as a source of potential conflicts of interest. The firm also notes the use of model-driven strategy results and the presentation of hypothetical or model-based performance for its proprietary strategies, along with explicit disclosures about valuation and liquidity risks for private investments.