RFG Advisory Debuts Bluemonte ETFs—A Unified Investment Approach to Enhance Control and Efficiency

New ETF suite designed to deliver scalable, institutional-quality investment strategies and potentially enhance tax efficiency

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the official launch of Bluemonte ETFs—a coordinated suite of ETFs designed to streamline portfolio construction, deliver consistent, client-aligned outcomes and potentially enhance tax efficiency.

Available industry-wide to RFG-affiliated and non-affiliated Advisors alike, the launch of Bluemonte ETFs marks a significant milestone in RFG’s efforts to streamline the investment management process, reducing operational complexity and helping Advisors reallocate more time toward business development and client engagement.

Designed to work cohesively as a complete asset management strategy, Bluemonte ETFs are fully portable and fee-transparent, offering a scalable approach that supports diverse client needs across risk profiles and financial goals. Advisors can integrate Bluemonte ETFs into RFG-managed portfolios or use them independently, all without incurring additional platform costs.

“Bluemonte was built to solve for the real-world challenges Advisors face, including managing client outcomes, controlling for risk and eliminating friction,” said Rick Wedell, president and chief investment officer at RFG Advisory. “By creating a unified ETF ecosystem, we can better manage asset allocation, minimize style drift and potentially enhance tax efficiency. Critically, because portfolio repositioning takes place within the ETF wrapper itself, Advisors can mitigate generating taxable events in individual client accounts.”

Each Bluemonte ETF is built on a defined methodology intended to support consistent portfolio construction and long-term planning goals. The approach emphasizes simplicity: build portfolios that reflect each client’s risk profile and financial objectives, while maintaining transparency and consistency.

“The launch of Bluemonte ETFs marks an exciting milestone at RFG. Our Advisors deserve investment solutions to grow with intention while still offering a deeply personalized client experience,” added Shannon Spotswood, CEO at RFG Advisory. “Bluemonte ETFs are an extension of our mission to empower Advisor independence while delivering client benefits from sophisticated, institutional-caliber investment management. These ETFs will support Advisors in offering high-impact strategies without sacrificing time or control.”

This new offering strengthens RFG Advisory’s commitment to helping Advisors build enterprise value, deepen client relationships and focus on sustainable growth. For more information on Bluemonte, visit bluemonte.com. For more information on the ETFs, visit bluemontefunds.com. To learn more about partnering with RFG, visit rfgadvisory.com.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG’s Capital option, the firm buys an override in Advisors’ businesses to facilitate succession planning and provides loans to enable the move to full independence. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please visit bluemontefunds.com/investor-materials. Read the prospectus or summary prospectus carefully before investing.

The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456) and Exchange Traded Concepts, LLC serves as the investment advisor of the funds. SEI is not affiliated with Exchange Traded Concepts, LLC, RFG Advisory, Bluemonte Investment Management, or any of its affiliates.

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.

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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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Bluemonte was built to solve for the real-world challenges Advisors face, including managing client outcomes, controlling for risk and eliminating friction