Overview & Strategy Blueprint Capital Management (BCM) offers an actively managed small/micro-cap equity strategy.

Each client has real-time transparency and individual liquidity via separately managed accounts. We aim to deliver investment returns that are primarily driven by our security selection, based on our combined 30 years of investment experience. BCM focuses on exploiting inefficiencies within small/micro-caps through our research process which requires direct and frequent interaction with the senior management of the companies in which we invest. Many of our investments are not yet on the radar of Wall Street, which can result in first mover advantages for our clients. Investment Philosophy & Portfolio Construction The BCM strategy follows a high-conviction, concentrated approach, delivering between 12-15 best ideas to clients. We believe this approach maximizes investment returns for clients, driven by stock-specific outcomes. We have the flexibility to invest in shorter term opportunities, but we strive for a medium-term holding period, which may offer certain tax efficiencies for certain clients. We generally focus on the Technology and Consumer sectors. High barriers to entry are a positive (ie. intellectual property, patents, first mover advantage). Why Small/Micro-caps? Investors are generally under-exposed to small/micro-cap companies, despite this market segment being 8x larger, as measured by the total number of companies, vs. the large cap universe. Historical returns from small/micro-cap indices have generally outperformed large cap indices over various time periods, and have provided meaningful diversification benefits to investor portfolios. Portfolio Managers Neil Cataldi and Jason Revland have a combined 30 years of Wall Street experience across multiple disciplines including: portfolio management, fundamental research, trading, and client service. Both have significant personal capital invested alongside our investors in the strategy. Benchmark Performance1 Current Month Blueprint Capital Russell 2000 S&P 500 Historical Performance1 Jan 2012 2013
1.

YTD 2013 32.43% 27.69% 20.52%

Since Inception (Oct 1, 2012) 35.41% 30.06% 20.06% Sep Oct (2.59%) Nov (1.01%) Dec 6.04% YTD 2.25% 32.43%

2.37% 6.38% 3.76%

Feb

Mar

Apr

May

Jun

Jul

Aug

0.87%

0.57%

9.06%

1.89%

2.79%

(0.89%)

12.93%

(0.25%)

2.37%

Based on results from a partner sub-account which began investment activities on October 1, 2012, in conjunction with the formal start date of Blueprint Capital Management. Actual investor results may vary slightly, or be lower resulting from fees paid to Blueprint Capital for advisory services, per individual agreement. Past performance is not a guarantee of future results. Results are not audited. Upon request, Blueprint Capital will deliver investment statements from this partner subaccount, generated by our custodian, Interactive Brokers

Terms & Contact Info Custodian/Administrator Account Structure Min Investment Fees (Qualified Investors)

Interactive Brokers Separately Managed - each client owns their own account $250,000 1.50% + 15% performance

High Water Mark Lock-up Withdrawals Fees (Non-Qualified)

Yes 6 Months 30 day notice 2.5% flat fee

Neil Cataldi (215)720-1213 Neil@BlueprintCM.com

Jason Revland (215)720-1212 Jason@BlueprintCM.com

Blueprint Capital Management, LLC ("Blueprint") is a registered investment advisor. The information contained herein is for informational purposes only and is not a recommendation of any specific investments. Investment advice may only be provided by Blueprint after entering into a written investment advisory agreement and providing required background information to assess your situation. Performance figures contained herein are based on an actual account managed by Blueprint, but do not include investment advisory fees and transactions costs. The inclusion of the costs will lower performance. Actual performance in a client's account(s) will vary based on the timing of implementation and trading, size of a client's account, investment advisory fees charged, and/or client restrictions. For more information, please contact Blueprint using the contact information provided above.

www.BlueprintCM.com