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 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

Institutional-Caliber Expertise

Bringing sophisticated asset management to our clients.

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

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

Strategic Investment Management

Every portfolio and strategy we offer at Bluemonte is focused on long-term sustainability and growth.

Our Process

Clarity, Confidence, and a Disciplined Approach

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.

How your Advisor May Use Bluemonte

Investment Insights in Action

Watch how we simplify investing with expertise and integrity.

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 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.

Advisory Board:

Mendel Melzer

Mendel Melzer

Member
Corin Frost

Corin Frost

Member
Bobby White

Bobby White

Member
Shannon Spotswood

Shannon Spotswood

Member
Rick Wedell

Rick Wedell

President & Chief Investment Officer

Resources

Stay Informed. Empower Your Financial Journey.

We believe communication is key! Stay in touch with market and economic trends with Rick’s market commentary.

Subscribe to our market commentary

Cooling Jobs, Inflation Hopes, and Fed Outlook

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.

Volatility Surge, Tariff Talk, and Staying the Course

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?

Trump’s Tariffs Are Here—Here’s What That Means for Markets

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.

Subscribe to our 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

subscribe to our Bluemonte newsletter

© 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.

Schedule a 100% Confidential Call