We work by coordinating with and leveraging the resources of several firms that we have selected carefully based on their best-in-class capabilities.
Dimensional Fund Advisors
Dimensional Fund Advisors is an institutional investment management firm with over $500 billion in assets under management. Dimensional strategies are not available directly to individuals but are limited to institutional investors or clients of a select group of financial advisory firms. The relationship between Dimensional and independent advisors such as BluePrint Investing is based on shared views about how capital markets work and how best to provide clients with a successful investment experience. Dimensional strategies have an institutional focus. Their objective is to reliably deliver specific risk exposures at a low cost and to increase returns through advanced portfolio design and trading.
Tamarac provides best-in-class financial technology that is integrated with outsourced service teams. Solutions include rebalancing, practice management tools, and client reporting. By leveraging Tamarac’s software as a service (SaaS) platform, independent advisory firms can maintain their focus on serving clients. BluePrint served on Tamarac’s Advisory Board in 2011 and 2012.
Parametric Portfolio Associates and Aperio Group
Parametric and Aperio are institutional investment management firms that manage customized index portfolios using accounts of individual stocks. For clients that have sizeable enough liquid assets, these portfolios can reduce capital gains taxes, meet a client’s unique social and ethical standards, and/or target specific dimensions of portfolio returns. These strategies can be used individually or in tandem to unlock sources of value that may be unique to the client’s situation. Client-specific strategies are developed and implemented through close consultation with selected independent advisors such as BluePrint Investing.
Charles Schwab & Co.
Schwab acts as the custodian for client assets managed by BluePrint Investing. We selected Schwab as the custodian because of their commitment to client service, low trading costs, and a dedication to operational efficiency.
Third party custody of client assets with outside institutions like Schwab provides a separation of functions. Schwab, as the custodian, is responsible for the safe-keeping of client assets while BluePrint Investing is responsible for investing client assets. Your Schwab account also provides transparency. Our clients may confirm portfolio values reported by us with independent statements provided by Schwab.