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 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.
President & Chief Investment Officer
With Bluemonte, you can expect
sophisticated asset management designed to meet your needs.
No ivory towers—direct access to our investment team.
Clear, jargon-free communication and honest investment strategies.
Enhanced financial planning with seamless portfolio management to amplify the relationship between you and your Advisor.
Portfolios and strategies built with your long-term sustainability and growth in mind.
Our Process
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.
First they will start by understanding your unique financial goals, risk tolerance, and time horizon.
Next, our team will collaborate with your Advisor to craft
an investment strategy tailored to your specific situation. Our portfolios may use low-cost ETFs or a thoughtful blend of third-party managers depending on what best fits your circumstances.
Our investment team actively monitors market
conditions and adjusts your portfolio weightings as
appropriate. We implement gentle portfolio tilts in an
effort to generate superior returns when warranted—
always within the framework of your long-term asset
allocation. Through ongoing rebalancing, we work to
keep your portfolio aligned with your risk profile and evolving financial goals.
We conduct annual reviews of non-qualified accounts, aiming to identify potential tax-loss harvesting opportunities that could potentially improve your after-tax returns.
With direct access to our Investment Management team, you’ll always know how and why decisions are made .
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 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.
Resources
We believe communication is key. Stay updated with market and economic trends with Rick’s Market Commentary videos.
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.
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 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.
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.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG 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.
