The BluePrint Four Walls Planning Process is an easy-to-understand yet thorough analysis of your unique financial situation, which ultimately culminates with the creation of your personalized financial BluePrint. Each BluePrint is built upon a strong foundation and sets forth the results of our analysis and recommendations in the form of four distinct walls:
Through these walls, our team can address all the critical elements of a sounds financial plan, while presenting them in an accessible and actionable format.
At BluePrint, we help you navigate today’s financial markets and cut through the noise by aggregating highly rated institutional quality research from a diverse array of sources and disciplines, including Fundamental, Technical, and Quantitative research approaches. By continuously analyzing, integrating and reevaluating this research, we aim to effectively construct multi-strategy portfolio solutions that are unbiased, evidence based, tax sensitive and cost conscious.
Our Wealth Managers employ many of the industry’s leading technologies to design, model and analyze custom portfolio recommendations that can help you minimize taxes and match your risk tolerance, liquidity and investment allocation needs Plus, you’ll always know what to expect from your portfolio thanks to your personalized Investment Blueprint, or Investment Policy Statement (IPS). Your Investment BluePrint will outline how your portfolio will be managed, what type of long-term return you can hope to see and how we would expect your portfolio to react in both good times and bad.