As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So, we’ve partnered with RFG, an award-winning, professionally-managed hybrid Registered Investment Advisory (RIA). Our relationship with RFG also gives us access to industry-leading resources including an institutional-caliber investment team, a broad range of products and the latest financial technology.
As a client of BlueBird, you get the best of both worlds: a strong relationship with an advisor you know and trust and the world-class investment guidance and portfolio management tools of a large investment firm.
I enjoy relationships with all the major custodians, giving my clients lots of investment options.
Your portfolio is tailor-made in Bluemonte, RFG’s robust investment platform. This institutional caliber gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements and manage your assets in line with your financial goals.
* Digital assets offered to advisory clients must be registered securities with the SEC and trade on one of the recognized major exchanges.
Money back guarantee is valid for six months after the date of engagement letter is signed. Contact BlueBird Advisory at (303) 477-1144 for further information.