Trusted advice & exceptional service


Our team works collaboratively with a broad array of skills and resources to give objective, professional recommendations. Our solutions are designed to meet the overall wealth management needs of individuals, families, businesses, and endowments. Before developing a tangible, actionable, measurable solution, we spend the time understanding each client’s financial needs and aspirations. Then, and only then, do we design an investment portfolio and wealth management roadmap, utilizing the world’s top-tier managers, to help our clients achieve their goals.

Philosophy & process

Blonkvist Investment Group’s philosophy is the belief that disciplined, model-driven investments generate enhanced risk-adjusted returns. When an investment strategy is expressed in model form, it can be researched and verified. This can provide a rich data set for return and risk management analysis.

We believe:

  1. Asset Classes (stocks, bonds, cash, real estate, commodities, etc.) have historical expected rates of return
  2. Asset allocation is a critical component to the return of a client's portfolio
  3. Diversification adds to risk adjusted individual portfolio returns
  4. Professional managers focused on specific asset classes generate alpha over time
  5. Manager investment styles among asset classes and sectors generate another degree of diversification and alpha over time
  6. Low fees and manager participation in the strategy are key components to success over time
  7. Our team adds value over time through the disciplined application of a rebalancing program

Process:

  1. Determine appropriate allocation to asset classes, market sectors, and investment styles
  2. Identify and invest with managers, who we believe are, in the world's top tier according to our allocation model
  3. Identify specific benchmarks to measure performance of asset classes, sectors, and managers
  4. Monitor managers against specific benchmarks and peers
  5. Actively monitor the portfolio of managers to help assure the most suitable team possible
  6. Rebalance Techniques:
    a. 5% rule
    b. asset class, sector overbought, oversold rule
    c. constant evaluation of allocation percentages and asset class returns
  7. Being accountable to each other, the team approach reinforces disciplined and consistent application of investment process

National award-winners

Kevin M. Blonkvist has received the following awards & recognitions:

  • Financial Times Top 400 Financial Advisors 2017, 2016, 2015, 2014
  • Barron's Top 1,200 Financial Advisors 2019, 2018, 2017, 2016, 2015, 2014
  • Forbes Top 500 Financial Advisors 2018, 2017
  • Forbes Top 250 Financial Advisors 2019, 2018, 2017

Michael Blonkvist has received the following awards & recognitions:

  • Forbes Top Millennial Financial Advisor 2018, 2017
  • Forbes/SHOOK Best-In-State Advisor 2019, 2018

 

Value statement

The heart and soul of the Blonkvist Investment Group is helping investors achieve financial success through the preservation and maximization of wealth. Proudly serving the Midland area and surrounding communities, we are honored to serve our clients as trusted wealth advisors for all of their financial needs. We put our professional knowledge, undisputed integrity and personalized service to work our client's each and every day.

We understand that:

  • Each investor has distinct circumstances, needs, investing preferences and tolerance for risk
  • The ever-increasing choice of investments available creates both challenge and opportunity in constructing a sound overall portfolio
  • Capital markets and money management continually evolve
  • Economies, markets and opportunities are dynamic and global in nature
  • You expect not only investment expertise, but also the highest standards of integrity

We listen and take the time to understand your individual circumstances. We are committed to:

  • Building a portfolio for you and your family that aims to strike the right balance
  • Creating an appropriate structure for your portfolio, selecting from both traditional and alternative investment areas, as the foundation for success of the investment strategy
  • Combining rigorous analysis and disciplined execution with continuous learning
  • Providing access to worldwide, world-class investment capabilities
  • Using the most suitable combination of investment approaches, given your personal goals
  • Providing reliable information, meaningful communications and sound investing practices

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet our team

Learn more about The Blonkvist Investment Group.


 

Bulletin Board

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.