Birmingham, Alabama-based RFG Advisory on Tuesday announced the launch of Bluemonte ETFs, a suite of exchange-traded funds that the firm said were “designed to streamline portfolio construction, deliver consistent, client-aligned outcomes and enhance tax efficiency,” while working as a “complete asset management strategy.”
The new ETFs are available to both RFG-affiliated advisors and those who are not, according to the company, which said that advisors can integrate the ETFs into RFG-managed portfolios or use them independently without additional platform costs.
The ETFs are “fully portable and fee-transparent, offering a scalable approach that supports diverse client needs across risk profiles and financial goals,” RFG said.
“Bluemonte was built to solve for the real-world challenges Advisors face, including managing client outcomes, controlling for risk and eliminating friction,” Rick Wedell, President and Chief Investment Officer at RFG, said in the release.
He added, “By creating a unified ETF ecosystem, we can better manage asset allocation, minimize style drift and enhance tax efficiency. Critically, because portfolio repositioning takes place within the ETF wrapper itself, Advisors can avoid generating taxable events in individual client accounts.”
Shannon Spotswood, CEO at RFG, said “Bluemonte ETFs are an extension of our mission to empower Advisor independence while delivering client benefits from sophisticated, institutional-caliber investment management. These ETFs will support Advisors in offering high-impact strategies without sacrificing time or control.”
Each Bluemonte ETF is designed to “support consistent portfolio construction and long-term planning goals,” according to RFG.
The firm added, “The approach emphasizes simplicity: build portfolios that reflect each client’s risk profile and financial objectives, while maintaining transparency and consistency.”
In March, during its annual Advisor Growth Retreat, RFG announced several strategic partnerships and enhancements to the firm’s integrated technology stack.
RFG recently reported strong growth in its first quarter, adding over $500 million in new assets and recruited advisors Tyler Brown, who founded TurnPoint Wealth, and Claudia Porter.
RFG had over $4.9 billion in assets under management and almost $6 billion in assets under advisement as of March 31.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
