Anaconda, MT Office

BluePrint Investing provides discretionary wealth management and portfolio oversight to individuals, high-net-worth clients, trusts, estates, and individual retirement-plan participants. The firm delivers investment management together with financial planning services for managed clients rather than offering standalone planning engagements.

The firm follows a long-term, asset-allocation-driven approach that emphasizes broad diversification and primarily uses index and passive strategies (mutual funds and ETFs) while avoiding frequent trading except for tax or rebalancing reasons. BluePrint implements portfolios on a discretionary basis, but uses sub-advisers for specialized strategies and makes non-discretionary recommendations of private funds to eligible clients when deemed suitable.

BluePrint is notable for managing a relatively large asset base (~$436 million) with a very small advisory team (two advisors) and a compact client roster (42 clients), which concentrates resources on a limited number of larger relationships. The firm requires substantial account sizes and a minimum advisory billing threshold, recently expanded its private-fund recommendations and added Fidelity to its recommended custodians, and generally requires clients to maintain custody at Schwab or Fidelity rather than permitting directed brokerage.