#USA #Oklahoma City #Exchange Traded Concepts #Bluemonte ETFs #RFG Advisory

Exchange Traded Concepts Unveils Bluemonte ETF Suite

Oklahoma City-based Exchange Traded Concepts (ETC) has just announced the launch of a new suite of ETFs under the Bluemonte brand, aimed at providing innovative investment solutions for individual investors. The new lineup includes nine distinct funds: the Bluemonte Dynamic Total Market ETF (NYSE BLUX), Bluemonte Large Cap Value ETF (NYSE BVAL), Bluemonte Global Equity ETF (NYSE BINT), Bluemonte Long Term Bond ETF (NYSE BLTD), Bluemonte Core Bond ETF (NYSE BDBT), Bluemonte Diversified Income ETF (NYSE BLUI), Bluemonte Short Term Bond ETF (NYSE BLST), Bluemonte Large Cap Growth ETF (NYSE BLGR), and Bluemonte Large Cap Core ETF (NYSE BLUC).

Collaboration for Success

In this strategic launch, ETC has partnered with RFG Advisory to deliver these ETFs, which are designed to support model portfolio strategies tailored for RFG's clients. This collaboration is cited as one of the largest undertakings in ETF history, involving the conversion of over a thousand individual client accounts from separately managed accounts (SMAs) into these nine new ETFs. According to ETC’s CEO, J. Garret Stevens, this innovative approach will not only optimize portfolio management for clients but also offer the potential tax benefits commonly associated with ETFs.

A New Standard for ETFs

Rick Wedell, the President and Chief Investment Officer of RFG Advisory, shared insights into the strategic vision behind the Bluemonte ETFs. He emphasized that the suite is constructed to provide institutional-caliber investment strategies, making them accessible to individual investors. Unlike traditional ETFs which often require ad-hoc mixing and matching, the Bluemonte ETFs are designed to work synergistically as part of a complete asset management solution. This integrated approach aims to reduce overlap, enhance tax efficiency, and offer a more streamlined portfolio positioning, aligning better with investors' specific risk profiles and financial goals.

Comprehensive Services by ETC

Exchange Traded Concepts is a SEC-registered investment adviser recognized for its expertise in creating white-label ETFs. They offer a wide range of ETF services, including ETF-in-a-Box solutions, portfolio management, fund marketing, and consulting, catering to investment advisors and financial professionals. By delivering a comprehensive platform, ETC empowers its partners to efficiently manage assets and present their strategies through ETF wrappers, meeting investors' unique needs. More about their services can be found at their official website.

About RFG Advisory

RFG Advisory stands as an SEC-registered investment adviser pioneering an independent model that empowers advisors to grow advisory businesses organically. Their award-winning platform equips independent advisors with the resources necessary to foster business growth and create enterprise value.

For those interested, the nine Bluemonte ETFs are already listed on the NYSE Arca and available for trading. For additional information on these funds, you can visit Bluemonte Funds.

Important Considerations

While the launch of the Bluemonte ETFs presents numerous opportunities, it is important to remember that all investments come with risks, including the potential loss of principal. Investors should thoroughly evaluate the investment objectives, risks, charges, and expenses before investing. Detailed information and prospectuses can be requested by contacting their service line or visiting the Bluemonte Funds website. Remember, investing strategies require careful consideration and planning, as there is no guarantee of achieving the stated investment objectives.

This ambitious launch marks a significant step forward in the ETF market, promising to offer individual investors institutional-level strategies in a low-cost package, with the potential for enhanced tax benefits and optimized portfolio management.