Reppond Investments, Inc.

Overview

Reppond Investments, Inc. is a small, client-focused registered investment adviser that manages portfolios for individuals and family clients as well as small businesses. The firm charges clients on a percentage-of-assets basis and provides portfolio management and pension consulting services. Its operating model is heavily discretionary—nearly all assets under management are run under discretionary mandates—indicating the firm typically implements asset allocation and security selection on behalf of clients rather than acting purely in an advisory-only capacity. Investment implementation leans toward pooled public funds and mutual funds as the primary vehicle for building client portfolios, supplemented by a selective use of alternative strategies. The firm also incorporates insurance products such as annuities into client plans when appropriate, which aligns with its advisory work for individuals and pension consulting engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices