Blueprint Investment Partners

What Blueprint Investment Partners does

Blueprint Investment Partners is a Greensboro, North Carolina-based boutique asset manager founded in 2013 by Jon Robinson and Brandon Langley. The firm offers systematic, rules-based trend-following investment strategies built around dual-timeframe exponential moving average crossovers (10/100-day for intermediate-term and 50/200-day for long-term), applied monthly to both ETFs and individual stocks. The investing process is intentionally transparent and reproducible, positioning the firm in contrast to black-box quantitative managers; tax-loss harvesting emerges naturally from the blend of short- and long-term timeframe signals.

The firm's product chassis spans three vehicles: a suite of separately managed accounts (SMAs) offered in Strategic, Dynamic, and Tactical variants across five risk profiles plus an S&P 100 sub-strategy; the Blueprint Adaptive Growth Allocation Fund (BLUIX) mutual fund launched in March 2020 with $266.0M in net assets as of May 2026; and the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) sub-advised with Chesapeake Capital Corporation, which leverages Jerry Parker's trend-following heritage. The ClearShares OCIO ETF (OCIO) extends reach into the outsourced CIO segment.

Revenue is generated through asset-based management fees across these vehicles, with the gross expense ratio on BLUIX at 1.27%. Distribution is sales-led and relationship-driven, targeting financial advisors as the primary GTM channel through a National Sales Director and a Director of Institutional Sales, supported by content marketing, webinars, and white-labeled advisor materials. Institutional investors are a secondary segment accessed largely via the ETF structure. The firm is founder-controlled with no institutional or PE backing disclosed.

Name

Blueprint Investment Partners

Legal name

Blueprint Investment Partners

Website

https://blueprintip.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Blueprint Investment Partners is a Greensboro, NC-based boutique asset manager founded in 2013 that delivers systematic, rules-based trend-following investment strategies to financial advisors through SMAs, mutual funds, and ETFs.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

akta.pro secondary industries

Quant Research & Systematic Strategies (FSACAGAF), Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG), Systematic Portfolio Construction & Risk Control (Risk Parity, Vol Target, Dynamic Allocation) (FSAHAEAJ), Model Portfolio & Portfolio Construction Engines (FSAGAEAD), Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF)

Keywords

• Systematic investment strategies
• Trend following investing
• Separately managed accounts
• Asset management services
• Financial advisor solutions

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Asset Management Fees (Mutual Fund): BLUIX mutual fund charges a gross expense ratio of 1.27% and net expense ratio of 1.31% (after fee waivers). Management fee reductions and expense reimbursements are contractually agreed until June 30, 2026.
2. ETF Management Fees: Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) is sub-advised by Blueprint Fund Management and Chesapeake Capital Corporation. Distributed by Foreside Fund Services LLC.
3. Separately Managed Account (SMA) Fees: Strategies offered as SMAs with various risk tolerance levels (Aggressive Growth, Growth, Moderate Growth, Balanced, Conservative) and investment universes (Dynamic, Tactical, Strategic).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Blueprint Investment Partners delivers systematic, rules-based trend-following investment strategies to financial advisors and institutions through three vehicle types: Separately Managed Accounts (SMAs) across five risk profiles, the BLUIX mutual fund, and the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). The firm's proprietary process uses dual-timeframe exponential moving average crossovers (10/100-day and 50/200-day) to dynamically adjust global asset class exposures monthly, with sub-strategies covering ETFs, mutual funds, and individual stocks.

Product overview

Blueprint Investment Partners offers a multi-vehicle investment platform centered on systematic, rules-based trend-following investment strategies. The core offering consists of Separately Managed Accounts (SMAs) across five risk profiles (Aggressive Growth, Growth, Moderate Growth, Balanced, Conservative) with Strategic, Dynamic, and Tactical variants, plus an S&P 100 individual stock strategy. These strategies are mirrored in the Blueprint Adaptive Growth Allocation Fund (BLUIX) mutual fund and the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). All products share a unified systematic investing process using trend-following moving averages to dynamically adjust allocations, remove emotional bias, and generate tax-aware outcomes.

Differentiator

Problem solved

Functional benefit

Brands

• Blueprint Adaptive Growth Allocation Fund (BLUIX): Risk-managed, global asset allocation mutual fund that dynamically adjusts global asset class exposures in response to market changes.
• Blueprint Chesapeake Multi-Asset Trend ETF (TFPN)
• ClearShares OCIO ETF (OCIO)
• Blueprint Separately Managed Account (SMA) Strategies

Products and services

• Blueprint Adaptive Growth Allocation Fund (BLUIX) A risk-managed, global asset allocation mutual fund that dynamically adjusts exposures across eight major global asset classes in response to market conditions. Uses a rules-based systematic investing process with trend-following to manage downside risk during bear markets while participating in market gains. Distributed by Ultimus Fund Distributors, LLC.
• Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) A next-generation liquid alternatives ETF that holds approximately 400 distinct securities across commodities, currencies, fixed income, and equities. Applies systematic trend-following to dynamically adjust allocations and offers liquid access to managed-futures-style exposure.
• Blueprint Separately Managed Accounts (SMAs) A suite of systematic investing separately managed account strategies delivered as Strategic, Dynamic, and Tactical variants across five risk profiles (Aggressive Growth, Growth, Moderate Growth, Balanced, Conservative). Strategies use transparent, rules-based trend-following processes to dynamically adjust global asset class and individual stock allocations monthly.
• S&P 100 Strategy A systematic strategy focusing on U.S. large-cap stocks that exhibit positive trend signals, managed in a tax-friendly manner using rules-based trend-following at the individual security level.
• ClearShares OCIO ETF (OCIO) An exchange-traded fund offered by Blueprint Investment Partners, providing systematic OCIO (Outsourced Chief Investment Officer) exposure.

Quantifiable outcome

• Four Blueprint strategies awarded 12 PSN Top Guns distinctions in Q2'25
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Chesapeake Capital CorporationcoreTechnology or Integration · 4 May 2026Jerry Parker, founder of Chesapeake Capital Corporation (established 1988, legendary Turtle Trader), serves as Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). Chesapeake provides systematic alternative investment solutions including limited partnership, separately managed accounts, and mutual funds. TFPN is sub-advised by both Blueprint Fund Management and Chesapeake Capital Corporation.
• Foreside Fund Services LLCcoreChannel Partner/ Reseller/ Distributor · 26 January 2026Distributor of the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). Foreside Fund Services is a FINRA member firm specializing in ETF distribution.
• Ultimus Fund Distributors LLCcoreChannel Partner/ Reseller/ Distributor · 31 March 2020Distributor of the Blueprint Adaptive Growth Allocation Fund (BLUIX) mutual fund. Ultimus Fund Distributors is a FINRA member firm specializing in mutual fund distribution.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Flexible Plan Investments (FPI): Boutique asset manager specializing in tactical, risk-managed, and quantitatively-driven portfolio strategies for financial advisors — directly comparable business model, customer base (RIAs), and rules-based approach.
• Aptus Capital Advisors: Tactical asset manager that delivers risk-managed equity and multi-asset strategies to financial advisors via ETFs and SMAs — same advisor channel, similar rules-based philosophy, and comparable AUM scale.
• Toews Corporation: Systematic, trend-following and risk-managed mutual fund manager focused on advisor distribution — directly overlapping on systematic process, advisor GTM, and risk-profile product suite.
• ReSolve Asset Management: Systematic, multi-asset risk-managed manager offering strategies to advisors and institutions — comparable in systematic trend-following methodology and advisor-focused distribution model.
• NewFound Research: Tactical and risk-managed ETF strategist serving financial advisors with rules-based portfolios — direct competitor in the advisor-channel tactical ETF/SMA space.
• Alpha Architect: Quantitative asset manager offering transparent, factor- and rules-based ETFs and managed portfolios to advisors — comparable on transparency-first positioning and systematic process.
• Chesapeake Capital Corporation: Jerry Parker's systematic trend-following CTA firm and co-sub-advisor of the TFPN ETF — direct overlap on trend-following methodology, though primarily institutional-oriented.
• Cambria Investments: Boutique systematic ETF sponsor offering quantitative and trend-following strategies (e.g., Cambria Trinity ETF) — directly comparable systematic ETF-driven advisor channel strategy.

Broad incumbents

• WisdomTree Investments: Large multi-asset ETF provider with systematic, factor-based, and risk-managed strategies distributed through advisors — broader portfolio but overlaps significantly in advisor-distributed ETF/multi-asset products.
• Invesco: Global asset manager with extensive ETF, SMA, and mutual fund offerings including tactical/risk-managed products serving financial advisors — incumbent competitor with vastly greater scale and distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/blueprint-investment-partners
• Xx.com/Blueprint_IP

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blueprint Investment Partners