Our investment philosphy

At Blueprint, we pride ourselves for being able to deliver a wide range of solutions to our clients. We are passionate about numbers and analytics. Our strategies are often implemented utilizing both fundamental and technical analysis. We believe our rigorous approach will continue to produce favorable results.

Through the years, we have built an extensive network of well-regarded industry professionals who provide intelligent insights and input and help shape our perspective. We know the right questions to ask so that we can bring you a deeper understanding of market conditions and new opportunities for investing. We put our decades of expertise and resources to work for your benefit.

Some perspective

The history of the market can be summarized as “temporary downs and longer-term,
permanent ups”. We believe investors should consider themselves part-owners of companies that are, fundamentally, growing and thriving businesses. By taking a longerterm approach to growing your principal, we work to avoid the damaging short-term impulse to sell.

Our process

First, we want to get to know you. Who you are, where you come from, and where you
want to go. We also want you to get to know us. Who we are, what we stand for, and how we can help you reach your goals? Getting to know one another personally from the very beginning, allows us to better serve you moving forward.

How we get to know you

Free Consultation

Working with a financial planner and investment advisor is a personal experience. It is essential that we feel comfortable with you, and that you feel comfortable working with us. We offer free consultations to new clients so we can “take one another for a test drive.” During this initial meeting, we will provide you with detailed information about our investment philosophy and strategies. If your financial vision aligns with ours, we will schedule a second meeting to discuss your personal situation in greater depth.

Discovery Meeting

After deciding to work together, we will schedule a follow-up session with you and our team. This allows us to explore your financial goals and concerns even further and get to know more about who you are along with gathering the needed information to understand your financial life and goals.

Accounts Registered in Your Name

When you select Blueprint Financial Group as your investment advisor, we help you establish an account at the custodian firm of your choice, such as Fidelity, Schwab, or TD Ameritrade, in your name. We also work closely with Vanguard. Fidelity Investments ® is our primary investment management and custodian platform. Fidelity is one of the world’s largest providers of financial services, with assets under administration of $7.8 trillion, as of Feb 2021 and services more than 29 million clients.