Investment Solutions Designed to Simplify Your Experience

Institutional, Concierge-Level Investment Management for Financial Advisors

Access a variety of investment solutions for your clients, including personally curated portfolios, separately managed accounts, unified managed accounts, alternative investments, and more.
“[Since joining RFG] we’ve nearly quadrupled in size. It gives me goosebumps.”
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Why Leverage the RFG Investment Team?

Outsourcing Investment Management: By the Numbers

27%

Average AUM growth for 77% of Advisors

26%

Higher personal income for 77% of Advisors

17%

Lower operating costs for 67% of Advisors

Data collected from The Power of Outsourcing Investment Management AssetMark White Paper

Concierge-Level Investment Services

Spend More Time Growing Your Advisory Business

Your clients care about the experience you offer – not who manages their assets.

Our investment management team offers timely and proactive assistance with client portfolio construction, trading, and market updates. You’ll have access to curated asset mapping, rebalancing, tax loss harvesting, and daily market update calls.

We take care of your clients’ investments – so you can take better care of them.

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Advisor Case Study

How Willow Private Wealth Grew Nearly 400%

Learn how two insurance broker-dealers overcame the technological limitations of their previous firm to build a thriving independent business that truly serves their clients.

Our case study reveals the tools and strategies RFG Advisory provided to help them launch Willow Private Wealth – and grow by nearly 400%.

Comprehensive Portfolio Management for Financial Advisors

Selecting Your Investment Model

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Bluemonte

Outsource investments to our seasoned team members, who provide comprehensive investment management for your business. Bluemonte uses strategic Asset Allocation Models to develop and execute investment strategies customized to meet your needs.
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Model Marketplace

Our premier selected models are available to your clients as a turn-key investment solution. These robust models offer diversity, low cost, and efficiency, enabling you to focus on your business.
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UMAs and SMAs

Tailor portfolios to your clients’ specific needs with access to over 1,600 third-party managers available as separately managed accounts (SMAs).
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Direct Indexing

Find new ways to potentially enhance the tax efficiency of your portfolios and optimize returns. With professional management by an advanced trading team, you can enjoy customized portfolio alignment with indices or target portfolios.

Advisor as Portfolio Manager (PM)

Take control of client accounts and position yourself as the portfolio manager. Acting as PM allows you to manage investments, customize strategies, and deliver tailored solutions that strengthen client relationships and drive results.

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Alternative Investments

Access alternative investments with a simplified “check-the-box” approach, allowing for quick and efficient portfolio diversification with properly due diligence and seamless integration.

Highly Appreciated Securities

Effortlessly manage highly appreciated securities while optimizing tax efficiency and tailored portfolio design. Leveraging sleeves minimizes tax impact and maximizes client value, enabling bespoke portfolios that align with unique client goals.

401(k) Plans

Explore possible opportunities to unlock previously untapped income streams with the capacity to track held-away accounts (including 401(k)s, 403(b)s, and government plans), all with detailed reporting prior to rollover.

Cash Management

Want to help your clients earn more on their cash holdings while maintaining full access to their funds? Our software facilitates money transfers between existing bank accounts with no account fees, minimums, or hidden costs.
BLUEMONTE — INSTITUTIONAL CALIBER IN-HOUSE SOLUTIONS

The Process: How We Build Your Investment Portfolio

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Establish Requirements

Our team syncs with you and your client to understand your goals, risk appetite, and desired investment style.

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Assess Accounts

We then analyze non-qualified accounts for tax gain/loss and determine what should be held or sold.
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Create Portfolios

We create multiple portfolio options based on your tax position and present them to you for consideration.
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Generate Proposal

Our team generates a client proposal detailing the benefits of moving to your chosen portfolio.

Client Communication

Our CIO films weekly client-approved commentary and trading updates to keep you and your clients up to speed on what is happening in the market and their portolio​s.

The RFG Advisory Investment Team

Our investment team will help you map your client accounts into appropriate investment strategies that meet their return, risk, and asset selection needs.

Rick Wedell

President & Chief Investment Officer

Eric Larson

Vice President of Investment Solutions
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Paul Wankmueller

Investment Solutions Specialist
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Patrick Sittner

Senior Portfolio Strategist

Investment Advisory Board

RFG’s Investment Advisory Board unites industry experts to provide consultative guidance, empowering Advisors with innovative strategies to stay ahead of market trends and deliver exceptional client value.

Bobby White

Executive Chairman

Shannon Spotswood

CEO

Rick Wedell

President & Chief Investment Officer

Mendel Melzer

Investment Advisor Committee Member

Corin Frost

Investment Advisor Committee Member
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Spend More Time on What Matters

Book a 100% confidential call to explore how our investment management team could free you to focus on servicing clients.

Zero Commitment, No Strings Attached

Schedule a call