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.
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.
Kevin M. Blonkvist has received the following awards & recognitions:
Michael Blonkvist has received the following awards & recognitions:
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:
We listen and take the time to understand your individual circumstances. We are committed to:
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.
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.
Learn more about The Blonkvist Investment Group.
October 24, 2017
The Donor Advised Fund
Social Security At-a-glance
Safeguarding Assets for the Elderly
October 20, 2017
RBC Private Wealth
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.