RFG Investment Solutions empowers Advisors with flexibility and control in managing client assets, without adding complexity. Through its curated platform, you gain access to institutional-caliber strategies and custom indexing, enabling you to deliver sophisticated investment solutions while staying focused on what matters most: serving clients and growing your business.
Whether you prefer to outsource investment management or take a hands-on role as a portfolio manager through the Model Marketplace, RFG’s team, technology, and infrastructure are built to handle the complexity so you can remain in control and prioritize client relationships.
with vetted models and strategies that bring your clients professional, high-caliber solutions
hrough proactive tax-loss harvesting and custom indexing tailored to each client
with strategies spanning equities, fixed income, alternatives, real assets, and crypto
by delivering modern, customized investment experiences aligned with client goals and values
by leveraging outsourced trading to grow faster while keeping service personal
by offloading portfolio management and trading to RFG’s team, freeing you up to focus on what matters most
I could go in and do my own trading, but I don’t want to. I want to be a client-facing advisor solving problems for clients. Having the ability to delegate that is invaluable.
Once I handed over more of the investment management, it opened up my availability and allowed me to deliver a higher level of service to clients.
Through RFG’s Model Marketplace, you can design and implement customized investment strategies across asset classes while trading, rebalancing, and oversight are coordinated in one connected environment. Integrated technology and compliance workflows are designed to reduce complexity and save time, so you can stay focused on deepening client relationships.
You gain access to a curated range of strategies, custom indexing, and operational support that keep you aligned with your investment philosophy. From core allocations to more specialized approaches, the platform is designed to give you flexibility and precision, while RFG’s infrastructure and investment team handle execution and oversight behind the scenes.
ETF model portfolios designed as a complete asset management solution, delivering personalized strategies through coordinated asset allocation, disciplined risk management, and ongoing oversight by RFG’s in-house investment team.
Curated ETF models, multi-manager strategies, and specialized allocations that can be combined to build portfolios aligned with each client’s goals and your investment philosophy.
Access a broad range of third-party managers and unified managed account structures, allowing you to build customized portfolios with transparency and scale.
Custom indexing, tax-loss harvesting, and strategies for concentrated positions designed to enhance tax efficiency and align portfolios with each client’s financial picture.
Maintain control of portfolio construction and investment decisions, with the flexibility to manage accounts directly or incorporate third-party strategies.
Access alternatives, real assets, structured strategies, and digital assets to diversify portfolios and expand beyond traditional allocations. .
Execution, rebalancing, and day-to-day portfolio operations handled by RFG’s trading team, designed to reduce operational burden and support scalable growth.
Manage held-away retirement assets, including 401(k), 403(b), and government plans, with visibility and reporting that supports more comprehensive client advice.
Integrated cash management and lending solutions designed to help clients optimize cash holdings, access liquidity, and maintain flexibility without disrupting long-term investment strategies.
RFG’s Investment Team is designed to support Advisor portfolio outsourcing with an outsourced CIO for financial Advisors approach, helping you map client accounts into appropriate investment strategies aligned to return objectives, risk parameters, and asset selection, with concierge-level service at every step.
RFG’s Investment Advisory Board unites industry experts to provide consultative guidance, designed to help Advisors navigate market trends and deliver exceptional client value.
Book a 100% confidential call to explore how RFG Investment Solutions is designed to give you the flexibility and control to manage client assets the way you want, without the complexity.
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 CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG 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.
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