Strategic Blueprint, an RIA, has joined SFA Partners’ family of financial services companies, including The Strategic Financial Alliance.
Julie Sullivan, SFA senior vice president and chief compliance officer, will serve as president of Strategic Blueprint.
Strategic Blueprint offers its services as part of a highly cost-effective pricing package, utilizing TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (TD Ameritrade), member FINRA/SIPC, for custody and clearing services in one seamlessly consolidated platform. The platform features a full range of investment solutions, encompassing mutual funds, ETFs, closed-end funds and other traditional investment vehicles through TD Ameritrade.
Strategic Blueprint also features alternative investments provided through relationships with specialized product sponsors and a wide range of model portfolios, strategists and asset managers available through unified managed accounts, and combines the capabilities of premier technology providers to create a high-performance adviser platform, including:
- Black Diamond for integrated, customized reporting
- RedTail for complete customer relationship management
- Laserfiche for comprehensive document management
Sullivan said, “Strategic Blueprint combines the benefits of independence with the support of a powerful, turnkey technology platform, robust administrative and back office functions, and a vibrant and welcoming community of client-focused financial professionals. We are providing the blueprint, the tools and the foundation, while advisers bring their vision and passion for their businesses. The result is a strong path forward for wealth management–focused independent advisers as our industry continues to wade through a new regulatory era.”