How We Serve
Our investment goal is to produce consistent long-term, above average rates of return while minimizing downside stock market exposure during periods of increased risk. Our belief, that we can most successfully achieve this goal using effective active management, is based on years of solid research.
Said another way, the long-term risk adjusted performance of our strategies is designed to exceed the performance of the S&P 500 Index with lower volatility.
Individual Investor
How do I minimize downside stock market risk while participating in its upside? Every answer seems to be imperfect. An investor or an investment advisor can attempt to minimize that risk – but risk can never be eliminated
Investment Manager
Our actively managed investment strategies are available to other Registered Investment Advisory firms. There are two methods used in order to provide these strategies to investment advisors.
Employer
As an employer, it is important to hire a fiduciary retirement plan investment advisor who is knowledgeable in 401(k) plans and who is dedicated to helping you and your employees get the most out of their retirement plan.
As an independent Registered Investment Advisor registered in the state of Montana, Reppond Investments, Inc. is able to offer the independent advice and solutions that our clients deserve.
Consulting with Purpose
Ben spent his career in the insurance business in Seattle, where he started and sold three businesses to public companies. After he sold his last company, he had money to invest. The financial advisors he spoke with all wanted him to put his money in the stock market. This felt too risky to Ben and he did not take their advice. That decision sent him on a journey to find a way to manage money in such a way that he would not have to take unnecessary risk. The journey included over 15,000 hours of hard research. He now feels that he can sleep at night because he has found a way to adequately minimize stock market risk and still get an acceptable rate of return. Each client is different, but many clients want him to invest their money right alongside of his. He enjoys helping clients grow their assets while protecting them as much as possible in all market conditions.