Full Service Investment Management
Blueprint offers equity, balanced, and fixed income portfolios that are customized to meet each client's financial and social objectives, through it's investment partner Value Architects Asset Management LLC. Richard Konrad,CFP® the Chief Investment Office also holds the CFA designation, and has been managing investment portfolios for a broad array of individuals and business entities for over 30 years.
Your assets are custodied at TD Ameritrade Institutional where you will have access to your accounts 24 hours a day, so there is complete transparency and disclosure. They are managed in Separately Managed Accounts where your individual investment criteria can be taken into account.