top of page

Investment Managers

Our actively managed investment strategies are available to other Registered Investment Advisory firms.

Why other investment advisors should consider us.

  • Documented performance in live accounts

  • Tactical investment models that adapt to changing market conditions

  • Mathematical (quantitative) approach designed to minimize the emotional aspects of investing

  • Long-term track record for each strategy

Two Available Methods

There are two methods used in order to provide these strategies to investment advisors. 

Managed Accounts

One method we use is managing sub-advisory accounts. Our primary custodian is Schwab. However, we do work with other custodians and platforms. Fees charged will vary based on amount of assets being managed and the work that is being performed.

Use of Signals

A second approach is to provide a signal to a trading desk and have it executed by the investment advisory firm. Again, fees charged will vary based on the amount of assets being managed with the signals provided.

Reppond Investments, Inc.

406-871-3321

ben@reppondinvestments.com

Our Office

182 Moondance Trail

Bigfork, Montana 59911

Reppond Investments, Inc. ©2022 All Rights Reserved. Web Design by Joni Stoll Design.  

This site has links to other web sites as a convenience to our customers. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site. When you follow a link to one of these sites neither Reppond Investments, Inc., nor any agency, officer, or employee of the Reppond Investments, Inc. warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

​

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reppond Investments, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Reppond Investments, Inc..

​

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.

Disclosures | Privacy Policy | FAQ

bottom of page