We manage your financial life — so you don’t have to

There is no “cookie cutter” approach to what we do for you. Our long track record of trusted guidance, objective advice and investment management will guide you throughout your journey as you pursue your life goals.

The Process

How we build your investment portfolio

We tailor your portfolio to reflect your goals, your values — your journey

Taking the first step with step1., clients understand how they think and feel about taking risk in their investment portfolio. Get started on your journey now — take your risk survey.

Take Your Risk Survey

Investment Strategies

Providing flexibility to meet client needs

Choose the investment strategies that are just right for you.

With Bluemonte, we’ve built an investment platform where you have robust choices for how your portfolio is invested.

  • Thoughtful and intensive due diligence process
  • Tailor-made portfolio construction
  • Access to the team who is managing your portfolio
Put your financial plan to work.

Your dynamic financial plan and net worth statement reflect your customized investment portfolio. Gone are the days of a static plan in a pretty binder on a shelf.

Watch Your Financial Plan Overview

FETCH Financial Life Hub

Always keeping you in touch with your money

  • Real Time

    Financial life in real-time

    See all your investment accounts and your financial plan updated for current market values including a dynamic net worth statement and receive market updates and commentary.

  • Organized

    Get organized

    Securely store all of your documents in one place including financial statements, customized reports, tax and estate documents, healthcare directives and power of attorney.

  • Schedule

    Talk to an advisor

    Schedule a quick call, meeting, a formal review or speak to your Advisor in real-time via video conference call — all from FETCH.

Watch the FETCH Video
Rick Wedell

Meet Rick Wedell

Meet your Chief Investment Officer —
Rick Wedell

A veteran investor, Rick joined RFG in 2016 to build an institutional-caliber, client-focused investment platform. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an investment program focused on bringing that level of service to you. He works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their goals, as defined by their definition of success. There is no one-size-fits-all approach.

Read Rick’s Bio Watch Rick’s Market Commentary
Eric Larson

Meet Eric Larson

Meet your Head Institutional Trader —
Eric Larson

The Bluemonte Investment Platform, led by RFG’s Chief Investment Officer Rick Wedell, distinguishes itself by being an institutional-caliber solution for Advisors and their clients. Adding Eric as a leader of the Investment Team adds depth and experience to the Platform.

Read Eric’s Bio

Upcoming Events

Hear Rick’s thoughts on the market,
economy and investing

Meet Our Investment Committee

We take the time to get to know you.