Your Team at Blueprint Fund Management

JON ROBINSON

CEO & CO-FOUNDER

“My passion is helping investors achieve better outcomes by identifying and circumventing their biases through education and transparency, as well as by designing efficient, high-efficacy investment processes.”

BRANDON LANGLEY

PRESIDENT & CO-FOUNDER

“The most exciting part of my day is seeking and finding objectivity through the abundant price data now freely available.  Indeed, when we cut through all the myths and smash the sacred cows that dominate the investing landscape with data, it ceases from being an occupation and transforms into a mountaintop experience.”

TOMMY MAYES

PARTNER

“Transparency and authenticity are the most effective ways to establish long-term relationships based on mutual trust.”

MIKE CARLONE

NATIONAL SALES DIRECTOR

“The vast majority of investors are under diversified. Our mission is to change this. Rather than follow a herd mentality, portfolios should be established with risk management as a core component to maximize return and minimize drawdown. My passion, and belief, is that through education we can truly help improve the lives of advisors’ clients.”

JOE CRAWFORD

DIRECTOR OF OPERATIONS

“The world of finance is intimidating to everyday people – largely by design. My goal is to help change the lives of investors by replacing the industry’s omnipresent empty rhetoric and jargon with real, actionable truth.”

KEN PETERS, CAIA

PORTFOLIO MANAGER

“The transparency and openness of Blueprint is refreshing in the world of finance, and my aim is to build upon our team’s past success to help more advisors achieve the investment goals of their clients. Helping clients and advisors understand their portfolios and businesses has been the focus of my career.”

NICOLE HANDS

DIRECTOR OF MARKETING

“Just like data is the fuel behind systematic investing, it also should be the foundation for making decisions about where to invest time and dollars for marketing. Asset managers and advisors should be highly attuned to their key metrics to regularly rebalance, adding time or dollars where tactics are fruitful, and pulling back on efforts that are falling flat.”

JASON VARNER

DIGITAL MARKETING ANALYST

“Analysis of marketing data inherently poses many philosophic questions and benefits greatly from the systems of logic employed in philosophy. Combining an academic background in philosophy with a wide array of work experience across numerous fields allows for more innovative ways of looking at marketing data.”

The thoughts and opinions expressed on this page, are solely those of the author as of  September 3, 2021. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.

Blueprint Fund Management, LLC

1250 Revolution Mill Drive, Suite 150,
Greensboro, NC 27405

letschat@blueprintmutualfunds.com

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Investors should carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 866-983-4525.

IMPORTANT RISK INFORMATION

The Blueprint Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Blueprint Investment Partners are separate and unaffiliated. 

Mutual fund investing involves risk. Principal loss is possible.  Due to the active management of the Fund by the Sub-Adviser, the Fund could underperform its benchmark index and/or other funds with similar investment objectives and strategies.

ETF Risk: In addition to the costs, fees, and expenses involved in investing in ETFs, ETFs are subject to additional risks including the risks that the market price of the shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares.

The Fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater in emerging markets.

Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities.

Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies.

Investments in Real Estate Investment Trusts (REITs) involve additional risks such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments.

The Fund may also use options, which have the risks of unlimited losses of the underlying holdings due to unanticipated market movements and failure to correctly predict the direction of securities prices, interest rates and currency exchange rates. The investment in options is not suitable for all investors.

Diversification does not assure a profit or protect against loss in a declining market.

Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications, and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.

 

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