Reppond Investments

Reppond Investments

Reppond Investments was founded in 2014 by Ben Reppond as an independent registered investment adviser. The firm operates from Bigfork, Montana and serves individuals, high-net-worth clients, and pension plans virtually across the United States. Its public positioning revolves around retirement readiness — specifically the question "Am I going to be OK when I retire?" — and a stated commitment to disclosing risk-versus-reward tradeoffs that the firm claims the broader advisory industry obscures. The firm's strategy centers on financial planning, portfolio management, and investment management for private clients. While the website does not disclose an asset-class mix or named portfolio holdings, it emphasizes tax-efficiency, market-adaptive portfolio construction, and continuous attention to risk. Reppond Investments markets the figure of 15,000 hours of research as a signal of diligence, though without specifying the team size or investment process behind that number. Reppond Investments is headquartered in Bigfork with no additional offices disclosed. No public filings confirm total assets under advisement or team headcount. The firm's promotional materials identify its primary client segments as individuals planning for retirement, high-net-worth households, and pension plans. No philanthropic vehicles, club memberships, or affiliated operating businesses are disclosed. Structurally, the firm operates as a solo-adviser RIA serving a thinly populated region (Flathead Valley, Montana) while offering services nationally through virtual delivery — a model that combines a low-cost geographic base with a national reach. Unlike multi-adviser RIAs or bank-affiliated wealth managers, Reppond Investments' independent posture and single-named-principal structure tie its investment decisions and client relationships directly to the founder, making succession a critical unaddressed question.