Rick Wedell

CHIEF INVESTMENT OFFICER

Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. As CIO and leader of RFG Advisory’s Investment Team, He also leads the design and enhancements of the institutional-caliber, client-focused investment platform known as “Bluemonte”—which currently manages over $1B of assets under management.

A 2021 LUMINARY by ThinkAdvisor for Thought-Leadership & Education, Rick conducts client events, seminars, and workshops around the country and a bi-weekly series called Market Commentary with Rick Wedell on YouTube.

Rick Wedell

CHIEF INVESTMENT OFFICER

Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. As CIO and leader of RFG Advisory’s Investment Team, He also leads the design and enhancements of the institutional-caliber, client-focused investment platform known as “Bluemonte”—which currently manages over $1B of assets under management.

A 2021 LUMINARY by ThinkAdvisor for Thought-Leadership & Education, Rick conducts client events, seminars, and workshops around the country and a bi-weekly series called Market Commentary with Rick Wedell on YouTube.

From customized asset allocation recommendations to detailed investment analysis, he also works one-on-one with our Advisors and their clients to construct customized portfolios that help meet their defined goals.

Under Rick’s leadership, RFG Advisory was named a Finalist for the InvestmentNews Innovation Awards 2021 and Best Places to Work for Financial Advisors, in addition to other industry accolades from Barron’s, Financial Times, Money Management Institute, and WealthManagement.com.

Rick has an MBA from the Stanford Graduate School of Business, where he was awarded the Henry Ford II Scholar. He earned a B.A. in Applied Mathematics & Economics from Harvard University, Magna Cum Laude.

Contact
Information

Book a Meeting with Rick Today

book now