Institutional Investment Management. Concierge Service. Delivered With Integrity.

Bluemonte brings institutional-caliber investment strategies to investors, cutting through industry jargon with transparency and intellectual honesty.

About Us

At Bluemonte, we believe every investor deserves access to the same opportunities, strategy, and execution as large institutions. Our disciplined approach combines sophisticated portfolio management with a concierge-level service experience. Tailored to your unique financial goals, Bluemonte offers a balance of growth, stability, and customization.

Hear from Rick Wedell

President & Chief Investment Officer

With Bluemonte, you can expect

Institutional-Caliber Investment Management

sophisticated asset management designed to meet your needs.

Concierge-Level Service

No ivory towers—direct access to our investment team.

Transparency & Integrity

Clear, jargon-free communication and honest investment strategies.

Client-Centric Solutions

Enhanced financial planning with seamless portfolio management to amplify the relationship between you and your Advisor.

Strategic Investment Management

Portfolios and strategies built with your long-term sustainability and growth in mind.

Our Process

Clarity, Confidence, and a Disciplined Approach

Whether we’re building models consisting of other third party managers or constructing portfolios using our own Bluemonte ETF’s, we seek to build every portfolio to match specific risk profiles and financial objectives. We aim to offer predictable, consistent performance over time that enables both you and your Advisor to have confidence in the financial planning process.

How Your Advisor May Use Bluemonte

Rick Wedell - RFG Advisory's President & Chief Investment Officer (CIO), was named a CIO 5: Top Wealth Management CIOS by Wealth Solutions Report on February 18, 2025.

This recognition was provided on February 18, 2025 by Wealth Solutions Report. It covers the period of April 2024 to February 2025. There was no compensation exchanged in consideration for this recognition.

Our Team

Meet the Bluemonte Team: A Trusted Partner for Your Investment Journey

Our team is dedicated to delivering transparency, integrity, and a personalized experience. With decades of institutional investment experience, we’re here to simplify the complexities of investing while providing direct access to the people managing your money.

Meet the Bluemonte Team:

Rick Wedell

Rick Wedell

President & Chief Investment Officer/ Investment Advisory Board Chairman
Eric Larson

Eric Larson

Vice President of Investment Solutions
Patrick Sittner

Patrick Sittner

Senior Portfolio Strategist
Paul Wankmueller, CMT

Paul Wankmueller, CMT

Manager of Institutional Trading

Our Team

Investment Advisory Board

Bluemonte’s Investment Advisory Board unites experienced industry professionals who provide consultative guidance, helping your Advisor stay informed on evolving market dynamics. Their strategic insights help shape Bluemonte’s Investment Management approach, supporting innovative investment solutions that empower Advisors and elevate client outcomes.

Advisory Board:

Mendel Melzer

Mendel Melzer

Advisory Board Member
Corin Frost

Corin Frost

Advisory Board Member
Bobby White

Bobby White

Advisory Board Member
Shannon Spotswood

Shannon Spotswood

Advisory Board Member
Rick Wedell

Rick Wedell

President & Chief Investment Officer

Resources

Stay Informed. Empower Your Financial Journey.

We believe communication is key. Stay updated with market and economic trends with Rick’s Market Commentary videos.

Subscribe to market commentary

Bull Market, Fed Watch, & the Israel-Iran Conflict

From conflict in the Middle East to consumer sentiment at home, the markets saw some movement this weekend. The S&P 500 is sitting at about 6,047, marking a 3% YTD gain and a 21% jump since April’s lows, officially moving out of bear territory and into a bull market.

US China Trade Truce & What’s Next From the Fed

Markets are flashing green today following some encouraging news on the US-China front. Over the weekend, both sides hit pause on their trade conflict, agreeing to a “Trade War Ceasefire” for a period of 90 days. And with a slew of economic information slated for release this week, investors can expect updates on inflation and commentary from several members of the Federal Reserve.

Markets Rebound, But Volatility Sticks Around

Markets have been on a wild ride lately, with sharp drops followed by a rebound. While the S&P 500 is showing signs of recovery, volatility and economic uncertainty remain in focus.

Subscribe to market commentary

Get robust analyses of current market trends to guide you through an ever-changing investment landscape.

Need a Referral to a Financial Advisor?

Address

1400 Urban Center Dr, Birmingham, AL 35242

© 2025 Bluemonte. All rights reserved.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRSRFG Advisory Form ADV, Part 2AInvestment Advisor Public DisclosureRFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.

Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

Security prices of the Funds’ underlying holdings will fluctuate in value depending on general market and economic conditions and the prospects of individual companies. The market price of the Funds’ shares will fluctuate in response to changes in the Funds’ net asset value, intraday value of the Funds’ holdings, and the supply and demand for shares.

  • The Funds are actively managed and do not seek to replicate the performance of a specified index.
  • Different investment styles may go in and out of favor, which may cause the Funds to underperform the broader stock market.
  • To the extent the Funds focus on one or more sectors, the Funds may be subject to increased volatility and risk of loss if adverse developments occur.
  • Because the Funds are non-diversified, they may invest in a smaller number of issuers and may be more exposed to risks and volatility than a more broadly diversified fund.

Schedule a 100% Confidential Call