Bluemonte brings institutional-caliber investment strategies to investors, cutting through industry jargon with transparency and intellectual honesty.
At Bluemonte, we believe every investor deserves access to the same expertise, 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 the perfect balance of growth, stability, and customization.
With Bluemonte, you can expect
Bringing sophisticated asset management to our clients.
No ivory towers—direct access to our investment team.
Clear, jargon-free communication and honest investment strategies.
Enhancing financial planning with seamless portfolio management to amplify the relationship between you and your Advisor.
Every portfolio and strategy we offer at Bluemonte is focused on long-term sustainability and growth.
Our Process
Our process is designed to deliver investment solutions that are straightforward, transparent, and rooted in your long-term success. Whether we are 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 Advisors and their clients to have confidence in the financial planning process.
First they will start by understanding your unique financial goals, risk tolerance, and time horizon.
Next, our team will help your Advisor craft a strategic investment strategy that is tailored to your specific situation. Our portfolios may use low cost ETF’s, or a blend of third party managers, as the specific situation warrants.
Our investment team looks to monitor market conditions and adjust the weightings of your portfolio as circumstances dictate, applying gentle portfolio tilts in an effort to generate superior returns, while never straying too far away from the strategic asset allocation we originally created. In this process, we rebalance your account as needed, ensuring your investments remain aligned with your risk profile and financial goals.
Annual reviews of non-qualified accounts aim to identify potential tax-loss harvesting opportunities that could potentially improve after-tax returns.
With direct access to our investment management team, you’ll always know how and why decisions are made .
Watch how we simplify investing with expertise and integrity.
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
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.
Our Team
Bluemonte’s Investment Advisory Board unites a team of industry experts who provide consultative guidance, helping advisors stay ahead of market trends. With deep experience and strategic insights, the board ensures Bluemonte delivers innovative investment solutions that empower Advisors and elevate client outcomes.
Resources
We believe communication is key! Stay in touch with market and economic trends with Rick’s market commentary.
The S&P 500 is up 17.5% year to date, holding around 5,570, and the 10-year Treasury yield has settled near 4.25%. While markets remain strong, recent jobs data points to a softening labor market: Unemployment has ticked up to 4.1%, job openings are down, and quit rates continue to decline.
After a week of sharp market swings, dramatic headlines, and fast-moving rumors, many investors are left wondering: What just happened—and what comes next?
Tariffs are making headlines—again—and they’re not just a political talking point. In this episode, Rick explains why the new 10% tariff is more than just a headline grabber—it could even mean the biggest tax hike since 1968.
Get robust analyses of current market trends to guide you through an ever-changing investment landscape.
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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.
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