BLUEPRINT INVESTING LLC

Overview

Blueprint Investing LLC is an independent registered investment adviser that manages discretionary portfolios for high‑net‑worth individuals and families using a fee model tied to assets under management. The firm leans on a mix of pooled public investments — notably mutual funds and ETFs — for core exposure, while keeping selective concentrated equity positions for tactical or thematic bets. Blueprint identifies as a capital allocator: alongside public markets, it places client capital with third‑party managers in private equity, real estate and private credit to supplement core holdings. Investment activity shows a bias toward using public funds as the backbone of client portfolios, with ETFs forming a large portion of liquid exposure and individual equities reserved for higher‑conviction positions. Blueprint delivers financial planning and portfolio management for individuals and small businesses, and it also performs manager selection when integrating outside alternative managers into client portfolios. The firm does not position itself as an ESG‑focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices