Rick Wedell joined RFG Advisory in 2016 as partner and chief investment officer, bringing nearly three decades of industry experience to lead the firm’s investment team. He is known for a disciplined, straightforward investment approach and for helping advisors deliver institutional-caliber portfolio strategies tailored to their clients’ needs.
In 2024, Rick helped lead the firm as it doubled advisor growth and surpassed $5 billion in assets under advisement, while continuing to work closely with more than 100 advisors across the RFG network on customized portfolio development for their clients. Rick studied mathematics and economics at Harvard University and earned his MBA from Stanford University.
Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.
