Oarsman Blueprint (for emerging wealth):
Intelligent Portfolio Management
Oarsman Blueprint is an investment platform for emerging wealth – those individuals who are in the earlier stages of building their investment net worth. Portfolios are developed and accessed via a digital platform and utilize portfolios of exchange traded funds.
An Investment Plan: Customized for You
After completing a simple questionnaire about your investing experience, timeline and risk tolerance, you will receive a recommended investment plan that’s tailored to your goals.
Automatic Rebalancing: Keeping You On Track
To keep you positioned to benefit from the potential growth in all the various asset classes, your portfolio is monitored and rebalanced so that it remains aligned with your recommended plan.
Your Portfolio: Diversified and Optimized
Your investment plan will feature a diversified portfolio made up of different kinds of investments across asset classes, industry sectors and geographies with the goal of maximizing returns for the risk level you are assuming.
Money Management: Intuitive and Efficient
You can easily transfer money in and out of your accounts with just a few clicks. Behind the scenes, our powerful technology determines an appropriate mix of securities to buy and sell.