A blueprint for long-term success
Oarsman Blueprint® is an investment platform for individuals not looking to own individual securities or who prefer a diversified-funds approach to investing.
As with our customized investment portfolios, the process starts with a clear understanding of your individual situation—including your finances, objectives, preferences and constraints.
With Oarsman Blueprint®, we then select and implement a model portfolio built using low-cost exchange traded funds (ETFs) and select mutual funds.
The result is less personalized than our customized, Core+ portfolios—while still embracing our Find Your Balance® philosophy.
Geared to your risk level
Strategies range from low-volatility, conservative plans to more aggressive approaches. They feature strategic investments across asset classes, industry sectors and geographies to best maximize returns for the risk level you are assuming.
Periodic rebalancing to keep you on track
The Oarsman Capital investment committee monitors each model portfolio and regularly rebalances its investment makeup to remain aligned with the designated level of risk.