Blueprint Investment Partners LLC

Blueprint Investment Partners LLC is a fee-only asset manager established in December 2013, specializing in providing sub-advisory services to registered investment advisors and brokerage service providers. The firm was founded by Jon Robinson and Brandon Langley, who developed systematic trading strategies focused on rules-based investing. Blueprint offers discretionary and non-discretionary asset management services, utilizing proprietary investment strategies that focus on price, systematic and rules-based processes, transparency, diversification, and client-friendliness. The firm offers four primary strategies - Growth, Moderate Growth, Balanced, and Conservative - globally diversified across various asset classes. Clients have the option to invest in the Blueprint Strategies as a core allocation or as a liquid alternative sleeve allocation. Blueprint charges a negotiable sub-advisory fee not exceeding 0.55% of assets under management annually for its services. The firm does not charge performance-based fees and does not have custody of client funds, which are held at a qualified third-party custodian. Clients engaging Blueprint for sub-advisory services typically hire the firm to provide discretionary asset management services. Blueprint has not had any material changes in its business since November 25, 2024. For more information, clients can contact Brandon Langley, Chief Compliance Officer and Managing Partner of Blueprint.