Protecting and growing your assets is our #1 priority
Let us help you minimize your investment risk while growing wealth for the future
You’ve worked hard for your money over the years. You’ve diligently planned and earned every penny, but now it’s time to take next steps so your assets work for you. Investing your money in today’s market may have your head spinning, consider these three questions that we believe
How much did you earn?
Over what period of time?
How much risk did you take?
At Reppond Investments, Inc., these questions are the focal point of what we do. We believe wealth preservation is possible with investment strategies with a goal of producing consistent and positive growth. As an experienced and certified financial advisor and planner in Seattle, Spokane, as well as Kalispell, Missoula, Spokane, Bozeman, and Boise, we educate our clients on risk averse investing, and offer proprietary portfolios designed to grow assets while protecting them as much as possible from market downturn.
We’re proud to work with the following companies to best serve you
1. Complimentary Consultation
We take time to understand your current situation, goals and priorities so we can help grow your assets. This can take an hour or several hours. The purpose is to get to know who you are and how best to meet your goals. This is complimentary and there is no obligation to move forward after our meeting.
2. Investment Analysis
As your financial advisor, we analyze and discuss the risk you’re currently taking for your expected returns. We think it is helpful to first know where you have been – what kinds of investments you have and how well they have performed from both a risk and return perspective.
3. Portfolio Design
As you financial advisor, we design portfolios that best meet your goals by seeking to optimize rate of return and minimizing downside market risk.
4. Follow-up Monitoring
You’ll receive monthly performance reporting as well as support and continuing education to build confidence and stay on track for your goals.
Get advice from a trusted financial advisor on strategies designed to grow your assets as well as protect your assets against downside market risk.
You will receive a strategy designed for performance and to be risk averse – as much as possible. Our goal is to fit your investing style and priorities.
IRAs or 401(k)s
Discover how an IRAs or 401(k) can help protect your financial future.
Learn ways to manage a trust by using a conservative, low risk strategy.
Why Reppond Investments, Inc.
Connecting with our clients and giving their goals our personal attention wherever they are in Seattle, Spokane, as well as Kalispell, Missoula, Spokane, Bozeman, and Boise.
Stop riding the stock market roller coaster with help from our unique strategies.
Tailored to your style with a goal of lowering investment risk in order to help you grow into your future.
Teaching you strategies on how to reduce risk in stock & bond markets, with a goal of not compromising growth.
Ready to learn more about our approach and discuss the future of your investment goals?
Send a message below and we’ll be in touch!
We service the States of Montana and Washington and the rest of the United States.
182 Moondance Trail
Monday-Friday 9am-5pm PT