A complete list of active advisors currently associated with RPG Family Wealth Advisory, LLC

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Risk Paradigm Group (RPg) provides tactical, ETF‑centric investment strategies and customized portfolio management to financial intermediaries and their end clients, as well as to individual and institutional investors, including high‑net‑worth clients. Services are delivered primarily through separately managed accounts and via model manager and unified managed account platforms, and RPg also offers a principal‑protected strategy. The firm’s investment process is policy‑based and driven by proprietary quantitative and qualitative research: momentum and volatility‑based algorithms run regularly to select and equally weighted sector and asset‑class ETFs with position limits, and the models include explicit risk controls that can shift allocations to cash equivalents during market drawdowns. Its TAG strategies use a tactical, global asset‑allocation “fund‑of‑funds” approach implemented across ETFs and ETNs, with all research and model development performed internally. RPg is organized under a holding company structure and is affiliated with RPg Family Wealth Advisory and an insurance affiliate, routinely providing strategies to the affiliated RIA on a sub‑advisory basis with shared personnel and separate fees—a relationship the brochure discloses as creating potential conflicts of interest. The firm also operates from multiple offices (more than is typical for similarly sized advisory teams) and discloses that managed accounts may employ borrowing/margin (with margin interest charged to clients), features that are less common among peer team firms.

To learn more about the advisors currently working at RPG Family Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.