Rick Wedell has led Bluemonte Investment Management since its launch in 2017 as a division of RFG Advisory. Rick joined RFG as Partner and Chief Investment Officer (CIO) in 2016 where he manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick’s investment philosophy emphasizes straightforward analysis and a consistent, rigorous process, aiming to provide financial advisors with the high level of service typically reserved for foundations and family offices.
Before Bluemonte, Rick spent 12 years at Bain Capital Credit, rising to Executive Vice President and Head of Fixed Income Consumer Investments, managing portfolios through volatile markets. His experience underscored the importance of diversification and risk management.
Named a Top Wealth Management CIO by Wealth Solutions Report, Rick conducts seminars nationwide and hosts the bi-weekly YouTube series Market Commentary with Rick Wedell. He holds an MBA from Stanford Graduate School of Business and a B.A. in Applied Mathematics & Economics from Harvard University, Magna Cum Laude.
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.
Top Wealth Management CIO by Wealth Solutions Report: 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. For more information, visit:
https://wealthsolutionsreport.com/2025/02/18/wsr-names-the-cio-5-top-wealth-management-cios/