We have industry-leading resources.

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.

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.

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How It Works?

Let’s get started

1. Schedule
an appointment

2. Meet in person or via video conference.
3. Start developing a customized strategy.
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.

(303) 477-1144

peter.ruh@bluebirdadvisory.com

4845 Pearl East Circle, Suite 101 Boulder, CO 80301

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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.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. Bluebird Advisory 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.

Additional links

Insurance products and services are offered through a number of insurance providers including RFG Solutions LLC, an affiliated company of RFG Advisory.