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The Value of
Reppond Investments, Inc.

Let’s Succeed Together

We take the guesswork out of retirement planning so you can feel secure and excited about your future.
Enjoy a rich investing experience as you work towards your financial goals.

Ben Reppond

Your portfolio will be designed to meet your willingness and ability to take risk.
A solid strategy designed around your goals and that make sense.

My goal is to minimize downside risk in falling markets and maximize gains in rising markets.
I will manage your money with a consistent solutions-driven process.

I am available to talk with you anytime you have a question or concern.
Stock market swings are normal and can cause investors concern. Just pick up the phone and give me a call.

I am a teacher at heart.
I want you to understand what you own, why you own it, and how it will benefit you.

Am I a fiduciary?
As an investment adviser representative with Reppond Investments, Inc., I act in a fiduciary capable for my clients.

​I operate with total transparency.
All fees are spelled out clearly before we do business. I do not accept commissions or work with commission-type products.

Ben Reppond

Reppond Investments, Inc.

  Independent Registered Investment Advisor    |    15,000 Hours of Research   

You've worked hard your entire life, but still wonder...
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  • Am I going to be OK when I retire?
  • ​How does my portfolio adapt to current market conditions?
  • Is my portfolio too risky?
  • How can I pay less taxes?
  • Is my advisor paying attention?
I GET IT.
When planning for retirement, there's a lot to consider.
Most people are unsure how much risk they are WILLING to take on and also how much risk they have CAPACITY to take. ​I created a process that takes the guesswork out of portfolio alignment along with what a person's goals are.
Minimize downside risk
Grow Your Investments
Peace of mind
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Here's how it works

1

Schedule a Call
We'll analyze your tolerance for risk along with your capacity for risk.

2

Create a Custom Plan
We'll implement a strategy designed to give you peace of mind and set you up for success.

3

Enjoy your retirement
We want you to have the retirement lifestyle you desire.
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I WORK WITH CLIENTS VIRTUALLY ACROSS THE UNITED STATES.
I WORK WITH CLIENTS IN MANY STATES.
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Retirement is a fundamental lifestyle change requiring a shift in the way people invest
At Reppond, we believe the investment advisory industry often neglects to disclose adequately the risks versus potential rewards about products and services offered to individual investors.

We strive to deliver superior investment advice while being completely transparent regarding known and potential risks to the individual investor.

Together, we’ll help take the guesswork out of retirement planning, so you have more peace of mind and a portfolio designed to create financial freedom.
​Don’t let a cookie-cutter approach cause 
​you to outlive your money.
You deserve to feel secure and excited about your retirement.
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5 Mistakes Advisors
Make to Minimize Risk 
( and how to avoid them )
Contact
Get in Touch

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Reppond Investments, Inc.

406-871-3321

ben@reppondinvestments.com

Our Office

182 Moondance Trail

Bigfork, Montana 59911

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Reppond Investments, Inc. is a registered investment adviser. We may not transact business in states where we are not appropriately registered, excluded or exempt from registration. Individual responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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